I have a feeling this could get out of hand, so I wanted to organize all the comments here so that we can all keep up... If you'd like your solution added to the Google sheet, or would like to update any features or integrations... please comment below or comment on the relevant cell in the sheet. All updates will be made within 24 hrs (I think :). View Demos on Demand here.

I think Ben Olsen nailed it: "I dont think its binary (ie crm vs non crm)...I think the concept of a CRM is changing. CRMs historically are just databases. Since they sit on lots of data, they are well positioned to transform into AI-powered "command centers" where advisors actually do the work - not just systems of record. Simultaneously, AI notetakers will roll out more features that allow advisors to do more than just run meetings. So they are both converging towards each other. I suspect large firms with tons of data in their CRM will continue to use CRM as their main tool, as long as that CRM innovates quickly. These firms may ditch their notetaker if the CRM rolls out the right features. Smaller firms with less data in their CRM may ditch their CRM for a notetaker as they roll out expanded features. Were going to end up somewhere in the middle" big firms probably won't move from their CRM (at least not for a while), so the AI Notetakers will live on small firms will be willing to try the new stuff like Slant, FinDash, etc. And yes, Wealthbox, I put you in the middle too, keep up! :)

Imagine Finny/Wealthfeed + Wealthbox + Jump/Zocks in one platform That'd be cool, right? Slant is doing good stuff - video explaining the prospecting feature below:

I think everybody in financial advice should take a look at this: https://useorigin.com/ View in Category

https://www.wealthbox.com/introducing-the-wealthbox-ai-notetaker/ https://www.linkedin.com/company/wealthboxcrm/ https://www.youtube.com/@wealthbox https://fintech.kitces.com/details/operations-essentials/crm/wealthbox View in Category