The WealthStack Podcast: The Energy of the CRM with Craig Ramsey

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Associated: AdvisorEngine Retires Junxure Model

A robust CRM is essential for monetary advisors in the event that they finally need to develop their enterprise. As companies acquire entry to an increasing number of knowledge, the CRM has grow to be the centralized hub to seize, manage and handle knowledge by your complete shopper lifecycle. With extra data accessible than ever earlier than, advisors can use this expertise to constantly improve the shopper expertise. 

On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Craig Ramsey, COO of AdvisorEngine, about why having up-to-date knowledge permits for higher and quicker resolution making. 

Associated: There Is No Excellent CRM

Shannon and Craig talk about:

• Why companies have to put money into expertise round dealing with knowledge
• Grading the typical RIA round how they’re utilizing expertise to drive worth
• The core elements of the the ‘platform mentality’ 
• Why he helped launch Motion! journal

Join with Shannon Rosic:

Join with Craig Ramsey:

About Our Visitor:

Craig is a enterprise builder with a background in company technique, funding banking and consulting. He joined AdvisorEngine from WisdomTree the place he led technique, helped set up a global presence and pushed the corporate past ETFs into expertise options. Craig has prior expertise at Financial institution of America Merrill Lynch, Accenture and UBS.