New Research: Is AI Really Going to Replace CRM?

Is AI really going to replace CRM or redefine what firms expect from it?

There’s a growing narrative that AI will make CRM obsolete, but the data tells a very different story. Independent research from Datos Insights found that the advisors most familiar with AI are asking more from their CRM, while firms are prioritizing AI investments in areas like security, personalization and system integration.

Join Adrian Johnstone, CEO of Practifi, and Wally Okby, Strategic Advisor at Datos Insights, as they unpack findings from 436 financial advisors and 71 wealth management executives. They explore the risks of using AI without a structured CRM foundation and how the right combination of AI and CRM can create safer, smarter and more effective operations.. 

In this session, you’ll learn:

• Why CRM is the second most valued tool in the advisory stack, and what that means for your technology strategy
• Why the advisors most familiar with AI are the most committed CRM users
• Where firms are directing their AI investments (and why every top priority is a CRM-native function)
• How Practifi is delivering on the AI × CRM equation today and where the platform is headed next