CRM Unlocked

As technology has drastically changed the marketing landscape, so have businesses' ways of targeting customers. Marketing strategies are no longer based on mass production and reach but on targeted, personalized messages that speak to the individual. With the advent of big data, businesses can target their marketing efforts to specific demographics. What are the best practices in marketing and communication that build meaningful client connections? In this episode, Ali McCarthy talks with Johnny Sandquist, Founder of Three Crowns Copywriting and Marketing. Johnny has been working with RIA firms and advisor technology since 2009. With a degree in English Literature, he eventually found his way back into marketing as a writer and established his own company. Today, Johnny helps companies create a brand and message that gets to the heart of what their clients care about. Johnny talks with Ali about the best practices in marketing and client communication, how to personalize marketing, and the importance of data for creating a personalized approach to client relationships.

As a financial advisor, the primary goal is to provide outstanding client experiences. As consumers become more sophisticated, they expect a seamless, personalized experience across all channels, including in-person, online, and mobile. How can wealth management firms integrate disparate technologies and data to create a seamless, omnichannel experience for clients and advisors? In this episode, Ali and Sanjeev talk with Hunter Flynn, Senior Sales Director at Addepar. In their conversation, Hunter shares his broad insights on how firms utilize their CRMs to create a better wealth experience. Hunter also talks about his three areas of focus when speaking with clients, the importance of incorporating technology into workflows and processes, and the best practices he has seen among financial services companies.

In the new era of financial services, the industry is now recognizing the need for a more comprehensive approach beyond just investing. Moreover, clients increasingly seek advisors who can provide holistic financial planning and advice.  In this episode, Sanjeev and Ali talk with Philipp Hecker, Co-Founder and CEO at Bento Engine. Philipp focuses on tech-driven advisor enablement and implementing client-centric growth strategies in the wealth and asset management industries. As someone who believes that wealth, when properly managed, can be a force for good for individuals, their families, and the communities they live in, Philipp is passionate about financial planning, behavioral finance, and educating children about the importance of money and wealth. Passionate about advice beyond investing, Philipp talks with Sanjeev and Ali about how Bento Engine engages and serves clients in moments that matter, how the company elevates the power of CRM to help advisors have better conversations with their clients, and the trends Philipp sees in wealth management.