Most advisers ready to 'break up' with their CRM systems

The tech firm and Smart Money People revealed that advisers' relationships with their CRM systems are "under serious strain". Just 12.3% describe themselves as "very satisfied" with their current provider, while a third remain neutral – signalling a market open to improvement. In response, Twenty7tec said it is "championing the need for a more integrated approach". The company has outlined its long-term vision for a single technology platform to "power the advice process from end to end" – with one login, one provider, and one set of customer data to "streamline operations and redu...