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For today’s wealth management firms, the client relationship management (CRM) platform is more than a fancy address book. It’s the operating hub that enables visibility, efficiency, and scalable client services. However, many firms struggle to translate CRM potential into measurable business impact, primarily because these platforms require significant investment, go underused, and are disconnected from the daily rhythm of how advisors work.
The problem isn’t the CRM itself. Industry-leading platforms, such as Microsoft Dynamics 365, offer powerful capabilities. The challenge is in how the systems are implemented and how willing teams are to adopt them. Too often, firms struggle to customize CRMs in a way that reflects advisor workflows and compliance requirements. Compounding the problem further, the data that matters most—the conversations and insights exchanged during client meetings—rarely make their way into the CRM.
That’s the gap Amplify and Zeplyn are closing. Together, we are redefining how a CRM can deliver more ROI for wealth management firms and their clients.
Why CRM potential often goes untapped
CRMs are foundational to a wealth management firm’s tech stack. They centralize client data, support compliance, and create the infrastructure for growth. Even so, every firm leader knows the frustration that comes with the territory: significant investment, and still, advisors continue to rely on spreadsheets, emails, or handwritten notes.
Adoption lags not because CRMs lack capability, but because off-the-shelf implementations often miss the nuances of wealth management, including referral tracking, regulatory audit trails, and the need to support personalization.
This is where Amplify brings value. With deep financial services expertise, Amplify tailors Microsoft Dynamics 365 to meet the day-to-day operational needs of wealth managers and their firms. Through CRM Launchpad for Financial Advisors, Amplify ensures the platform is aligned with how firms actually work, streamlining onboarding, enabling referral tracking, simplifying compliance, and driving advisor productivity.
With Amplify, firms realize more ROI of their CRM investment, turning it from a system of record into a foundation for growth and scale.
The untapped resource: Meeting intelligence
Even with a customized CRM, wealth management firms face a critical blind spot. With more than 60% of meaningful client information shared in meetings, less than 25% is ever logged in the CRM.
During meetings, advisors are focused on listening, building trust, and providing guidance, rather than taking notes or updating CRM fields. And while they're focused on the right things, this behavior results in incomplete records, missed follow-ups, and heightened compliance risk—all of which erode trust and the relationship with the client.
Through our agentic AI assistant explicitly built for wealth managers, Zeplyn addresses this while also creating additional opportunities for advisors and their clients. Rather than relying on recordings or manual input, Zeplyn joins client meetings to automatically capture structured, CRM-ready meeting notes and data: goals, life events, preferences, and action items. From there, it automatically updates the CRM, triggers workflows, routes tasks, and gives compliance teams a clear, auditable trail of communication.
Zeplyn ensures client intelligence is no longer anecdotal or siloed. It becomes actionable insight that reveals trends, informs decisions, takes action, enhances personalization, and supports growth at scale.
Unlocking more ROI with Amplify and Zeplyn
When Amplify’s tailored CRM meets Zeplyn’s agentic AI assistant, wealth management firms see measurable results across several critical dimensions:
- Efficiency: With Zeplyn, advisors reclaim 12+ hours a week on automated meeting prep, note-taking, and follow-up. And the efficiency and time savings don’t stop there. Amplify extends these gains by leveraging Microsoft’s Power Platform to automate repetitive tasks, integrate workflows, and reduce manual data entry. This not only improves operational efficiency but also enables advisors to focus more on client engagement and strategic planning.
- Growth: Actionable insights embedded in the CRM surface proactive opportunities and improve client retention.
- Compliance: Every interaction is documented in a standardized, auditable format, thereby reducing regulatory risk and facilitating easier supervisory reviews.
- Security: Wth Zeplyn’s safeguards and Microsoft’s enterprise-grade data security and compliance features, including built-in encryption, role-based access controls, and audit logging, firms can confidently manage client data while meeting regulatory requirements.
And perhaps most importantly, adoption increases. When the CRM becomes the source of truth for both structured data and client intelligence, while minimizing advisor workload, advisors see it less as overhead and more as an indispensable tool.
Let’s take a look at the experience of an enterprise-sized wealth management firm. Within weeks of using Amplify and Zeplyn together:
- Advisors saw meeting notes, including life events, financial goals, and client preferences, automatically captured in Microsoft Dynamics 365.
- Tasks and workflows were triggered instantly, ensuring timely, consistent follow-up across the advisor team.
- Compliance leaders gained confidence that no conversation was left undocumented.
- The leadership team had a clearer view of the pipeline, growth opportunities, and advisor productivity.
What began as a CRM deployment quickly evolved into a strategic growth enabler.
The strategic takeaway
CRM initiatives in wealth management too often stop at implementation. Firms invest in technology and then fail to capture the downstream value because the experience isn’t tailored, the data isn’t actionable, and the workflows aren’t customized. It creates more work for advisors who are already spread thin.
Amplify ensures that Microsoft Dynamics 365 reflects the advisor’s world and delivers on its promise of scale and alignment for firms. Zeplyn extends that value by automatically turning client interactions into actionable intelligence that fuels growth, consistency, and compliance. Together, we unlock the kind of measurable outcomes—such as advisor capacity, client loyalty, and revenue growth—that deliver tangible ROI across the entire enterprise.
Getting more ROI from your CRM investment boils down to turning client data into insights and that insight into smart, automated action. With Amplify and Zeplyn, that’s all possible. If your firm is ready to move from CRM as a system of record to CRM as a system of growth, explore how Amplify and Zeplyn can help you get more ROI from your tech investments.
