The CRM has always been a crucial supporting player in the wealth management technology stack; the category boasts a whopping 96% market penetration. In today’s landscape, the CRM is now being called upon to play the leading role. Successful firms treat their CRM as the “hub” or single access point through which all other softwares and data integrate.
With this new responsibility, choosing the right CRM for your advisory firm is more critical than ever. Adding a robust CRM as the core of your tech stack can foster adoption and user satisfaction—rather than frustration and headaches. Viewing a CRM as a glorified digital Rolodex is a thing of the past. You need a modern and unified CRM to offer a competitive level of customer service.
A Modern, Unified CRM from Skience
There is no shortage of CRMs on the market. But the Skience CRM was specifically built with the wealth management industry in mind.
Skience delivers a CRM solution that is not just a “jack of all trades” but also masters of all that is needed to power a wealth management firm into successful digital transformation.
Skience understands the nuances of your technology stack, which is why our CRM offers the benefits wealth management firms likes yours are looking for:
Scalable
Skience CRM provides the flexibility you need right now, and where you’ll be in the future. With a combination of off-the-shelf and configurable options, you can build the platform to your exact specifications.
Integrated
Your CRM must integrate with your existing tech stack in order to become a true tech hub. Skience connects your tech stack and automates workflows to save your team manual work and double-entry.
Client-Focused
A powerful CRM lives up to its name—making customer relationship management your major competitive advantage. Skience helps advisors deliver fast and accurate client service by putting client portfolio information, reports, and action steps right at their fingertips.
Stay Ahead of WealthTech Trends
The WealthTech landscape is constantly evolving. Make sure you have the tools inside your firm to navigate anything that comes your way.
Our latest Industry Insights offers a look at how C-Suite Executives, Chief Compliance Officers, Financial Advisors, and Compliance Team Members all benefit when they can rely on a comprehensive wealth platform like Skience.