What Wealth Management Firms Do With Their Data.
Australian wealth management firms have spent years building genuine distribution intelligence. CRM platforms connected to marketing automation, contact-level engagement data, meeting history, campaign responses, fund-level activity patterns.
March 2025
Data Is Not Intelligence.
Wealth management firms have never had more data. Contact records, campaign engagement, meeting history, website behaviour, fund flows, all of it sitting in platforms that were expensive to implement and are expensive to maintain.
February 2025
Salesforce is not a reporting tool.
Salesforce captures activity. It was never designed to explain it. The expectation that a CRM should also be an analytics platform is where most reporting frustration begins.
January 2025