Financial advisors rely on a lot of technology to improve their business and provide a higher level of client service, from risk analysis software to marketing tools. Arguably the two most important pieces of technology advisors can use to manage their businesses more efficiently are CRMs (Client Relationship Management) and marketing automation. In this week’s marketing tip video, we talk about the important differences between the two and how they work hand in hand. After watching, vote in our poll below!

Technology has the ability to streamline and simplify your marketing, client relationship management, and more. While a CRM doesn’t replace marketing automation software (and vice versa), the two work well hand-in-hand. To see a more in-depth list of the differences between CRMs and marketing automation, check out this article from Marketing Automation Insider.

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