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Your wealth management CRM is a paradox.
On one hand, it’s the backbone of your firm’s operations. The CRM stores the data you need for client success and for regulatory compliance. You literally cannot operate without it.
Yet your CRM is also underutilized. Not enough information goes in, and powerful insights rarely come out.
According to our research, 60% of client data gathering happens during client meetings. But less than 25% of that information is properly documented in CRMs.
What is the solution to an underused CRM? Wealth management firms need an agentic AI layer to realize even greater potential of their CRMs.
Why do wealth management CRMs fall short?
The lion’s share of CRM maintenance falls to wealth advisors and other staffers.
This work is essential, yet it comes at a cost: a recent J.D. Power survey revealed that 38% of wealth advisors don’t have enough time to spend directly with clients. A large number of those advisors (41%) report spending more time on administrative tasks than working with and for clients.
Run the usual way, CRMs are actually detracting from wealth managers doing the advising part of their work.
The traditional problems with wealth management CRMs—the problems that detract from the client experience and advisor productivity—include:
- Manual data entry is resource-intensive and incomplete. Advisors who must input meeting notes, insights, and action items by hand lose time they could be spending building client relationships. Furthermore, manual data entry is inherently inconsistent.
- Limited intelligence minimizes the usefulness of data. CRMs are great at storing data. But they fail hard at capturing nuance from that data. Client data is often only valuable once it is interpreted into actionable insights, which CRMs don’t do.
- Quantities of data overwhelm what advisors can utilize. A typical CRM contains more data than advisors can reasonably process into actionable insights. Wealth management teams sacrifice time and effort to sift through this information and cannot take action everywhere clients need.
Essentially, typical CRM data input is inconsistent, and typical output is incomplete.
Many wealth management firms are now turning toward AI transcription services to improve the data input side of the equation. Yet without improving the output side of your CRM, the actionable insights that come from that data still fall short.
That’s why today’s successful wealth management firms use leading-edge agentic AI solutions.
How does agentic AI make all the difference for wealth management CRMs?
The typical shortcomings of wealth management CRMs require comprehensive solutions. The right agentic AI solution takes the comprehensive data from your CRM and creates actionable insights—without wasting wealth advisors’ time and effort.
First off: what does agentic AI mean in a wealth management context?
It’s an AI-powered system that is capable not only of capturing and summarizing information—like any of the major LLMs can do—but also of assessing that information in a wealth management-sensitive manner. It analyzes client meeting conversations and other notes in your CRM for all the same factors that wealth advisors would.
And it does so in moments.
In other words, an industry-specific agentic AI solution transforms client conversations into structured data and provides actionable insights.
That data gap between information gathered and data captured? Agentic AI seals it tight.
The hours advisors spend documenting and analyzing client data? Agentic AI frees that time so advisors can focus on building relationships.
The cost of creating reports and sourcing data? Agentic AI eliminates those expenses and delays in the workflow, and it organizes information by exactly what you need to see.
The right agentic AI solution for your wealth management firm anticipates your needs and achieves your goals with minimal prompting. It reduces administrative burden from hours to minutes per week, freeing advisor capacity and increasing your firm’s capabilities.
It is the best solution available for maximizing the benefits of your CRM.
How Zeplyn unlocks even more potential from your CRM
Our agentic AI assistant, developed specifically to benefit wealth management firms and wealth advisors, maximizes the impact of client data throughout the workflow.
Capture data
The majority of client data is gathered in client conversations. Zeplyn captures 100% of that input and transforms it into relevant, structured, and editable meeting notes.
Surface data
Zeplyn takes that captured and structured data and surfaces it in actionable, meaningful ways. Client life events. Financial goals. Client preferences. This data doesn’t lie dormant in your CRM. Zeplyn bubbles up these key takeaways for advisor action.
Automate processes
Zeplyn automates the administrative tasks from the CRM that consume hours in an advisors’ week and cause delays in communication with clients. It creates personalized follow-up emails within minutes of a client meeting. It handles passing data through the workflow so nothing falls to the side. Documentation? Zeplyn’s on it.
Zeplyn allows for bidirectional syncs, too. It pulls data already documented in the CRM during client meeting prep, as well as captures new data in those meetings. These capabilities ensure greater thoroughness from advisors and create more comprehensive and richer experiences for clients.
Need custom field mapping or a different task syncing experience? Zeplyn provides the ability to deliver customizations to match your firm’s workflow.
Remain in compliance
Zeplyn works with your CRM to surface regulatory concerns and provide documentation aligned with your regulatory needs.
No matter how much you choose to automate with Zeplyn, humans can always remain in the loop—after all, the buck stops with you when it comes to regulatory compliance and client satisfaction.
Yet Zeplyn does all the heavy lifting, so your advisors’ necessary but non-value-added work is reduced to mere minutes, and nothing necessary for compliance slips through the cracks.
Zeplyn supports your CRM ecosystem
No matter what your existing CRM ecosystem is, Zeplyn is here to assist. It is capable of integrating with whatever you’re running and supporting your current workflow.
We integrate with a wide breadth of prevalent CRMs and wealth management platforms, including:
- AdvisorEngine
- Amplify
- Black Diamond CRM
- HubSpot
- Microsoft Dynamics
- Practifi
- Redtail
- Salesforce
- Salentica Elements
- Salentica Engage
- Tamarac
- Wealthbox
- XLR8
Our agentic AI assistant integrates practically effortlessly with enterprise-level CRMs. Our customers report adopting Zeplyn firm-wide in under two weeks and achieving immediate benefits.
Zeplyn integrates just as well with the CRMs at independent and mid-size firms, as well. So no matter where your firm stands, how it has scaled, and what size client base you serve, your advisor team can start optimizing for client relationships right away.
Capitalize on your CRM’s full potential
The limiting factor on your firm’s success is not the data in your CRM. It’s how you’re able to access and utilize that data.
Your CRM is only as powerful as the intelligence it’s capable of. With Zeplyn on its side, every CRM transforms from a wealth of information into an engine of growth—for your clients and for your firm.
You can start unlocking the full potential of your CRM today. Schedule a demo to see how Zeplyn transforms your CRM into actionable results.
