High Turnout for CRM

This morning’s session entitled “The Expanding Role of CRM Software in Advisors' Offices” at the Technology Tools for Today Conference in Orlando was quite a hit. However, it started with a momentary event glitch: too many people showed up to attend. ...On a Saturday morning no less. Session moderator Bob Veres deftly got the event management company here at the Gaylord Palms Convention Center to expand the sliding-wall conference room to three times its original capacity and the session got underway, still packed at full capacity.

Upswing’s Alex Turnbull was a speaker in this session along with representatives of competing CRM systems from Fidelity, Junxure and Redtail. Bob did a great job of moderating the session. While he prodded the session panelists and amusingly hinted at an impending "feeding frenzy" among the four CRM vendors who spoke out to a sea of prospective customers, all remained decorous and provided helpful information about implementing their respective CRM technology in financial advisor environments. We suppose the polite restraint among the CRM vendors reflects a burgeoning market and lots of fish in the sea. Today's high turnout to learn about CRM certainly supports this view.