John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
Market penetration for CRM programs has fallen more than 10% in the past two years, with roughly 86% of financial advisors now using them, according to the latest Advisor Software Survey from T3 Technology Tools for Today and Inside Information. In this article from The Daily Upside, John O’Connell highlights the inefficiencies and limitations of current CRM solutions and suggests that firms are seeking more integrated and user-friendly alternatives to better manage client relationships and data: “Note-takers were all the rage in 2024, so why aren’t CRM vendors just building those AI capabilities into their software?”
