Thursday Email: Doug Fritz Podcast (Test Later Send)

October 17, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

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In this episode of Bridging the Gap, Doug Fritz and I explore the complexities of technology integration in wealth management as firms scale. Doug shares actionable insights on aligning technology with core business functions, maximizing CRM systems for client engagement, and outsourcing cybersecurity expertise. The episode highlights practical steps to streamline operations and enhance both client relationships and data security.

Jump to this:

[19:56] A well-executed CRM implementation improves client experiences, enhances brand affinity, drives referability, and enables firm-wide consistent service delivery.

[24:37] Firms must overcome integration challenges to effectively enhance and elevate client experiences through technology.

The best is ahead!

-Matt