Click here to listen to CRM Unlocked with Ernie Locroix.
CRMs are more than just customer databases. They're tools that help businesses manage everything from sales to marketing to customer service and support. The integration of CRM with other business systems can be a powerful tool for achieving business objectives.
In today’s episode, Paige talks with Ernest Lacroix, Senior Manager of F2 Strategy, a management consulting firm that provides boutique consulting services globally to support existing technology teams within the wealth management, family office, and RIA space.
In his role with F2 Strategy’s OCTO team, Ernest focuses on delivering outsourced CTO services to clients. As an RIA and fintech insider, he brings deep expertise in advisor-facing technologies. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernest can easily align with the challenges facing today’s advisors.
Ernest talks with Paige about some of the most common issues companies encounter, the biggest mistakes firms make when implementing CRM, and how CRM fits into the overall roadmap of a company.