Thursday Email: Kate Guillen (Friday Test)

May 10, 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.

Mastering CRM Implementation in the Financial Industry with Kate Guillen

In this episode of Bridging the Gap, Kate Guillen and I dive into the importance of your firms CRM tools. Kate offers practical insights into the phased adoption of CRMs, stressing the importance of meticulous data organization and workflow automation. This episode dives deep into enhancing operational efficiency, client servicing capabilities within the financial advisory sector, and so much more.

Jump to this:

[09:15] CRM implementation requires organizing trustworthy data for adoption. Understanding database organization crucial for effective client management.

[22:42] Firms segment clients based on value to allocate resources effectively and ensure the highest value clients receive personalized attention. They establish scalable processes to maintain quality service across client segments, aiming for a "Ritz Carlton experience" while managing resources efficiently.

The best is ahead!

-Matt