RIA Webinar: “Grendel’s Evolution from CRM to WRM”

Join Grendel for “Grendel’s Evolution from CRM to WRM” on Wednesday, Feb. 22 at 4 p.m. ET.

This webinar will include a demonstration of Grendel’s CRM and performance reporting technology platform and will discuss how CRM (Customer Relationship Management) has evolved for financial professionals to WRM (Wealth Relationship Management). The company will discuss trends in the industry and show real-world examples of how a WRM can help solve your growth needs.

Click here* if you would like to register for this webinar.

 

About the presenter:

Aaron Guidotti is the CEO and lead designer for Grendel. Prior to leading Grendel, Aaron was a lead financial advisor in a boutique RIA where he helped high net worth clients manage their wealth. The advisor experience provides Aaron with a critical perspective that guides the design of the Grendel software suite and the direction of the company. A key aspect of his leadership focus is consulting with wealth management organizations such as independent broker/dealers and RIAs. His goal is to help grow their businesses by coordinating technology, compliance, marketing, and recruiting in an elegant client experience. Aaron holds patents on several aspects of the Grendel platform with a concentration on compliance and supervision.

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For institutional use only.