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Kathy Crowley

With over 10 years of experience in software sales and FinTech, Kathy spends her days sharing the incredible value of AdvisorEngine CRM with advisory firms. You may have seen her at conferences at the AdvisorEngine booth or recognize her voice from webinars. Having past experience as a CRM administrator, Kathy knows the important decision that your firm is making when choosing a CRM and is driven to ensure you have all the information you need. She brings a wealth of knowledge and experience to helping firms recognize the need for a CRM and how our solution can be the best choice for them.

Blog Feature

Advisor Marketing  |  Financial Advisors  |  Financial Planners  |  Financial Technology  |  Investment Advisors  |  Marketing Strategies  |  Wealth Management Technology

7 ways financial advisors can use email marketing to nurture client relationships

During these unpredictable times, a positive relationship between Financial Advisors and their clients is imperative.

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management  |  Wealth Management Technology

How financial advisors can modernize delivering financial advice

Wealth management is an ever-changing environment. Evolving technologies are rapidly changing the ways investors access investment products and receive financial advice.

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Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

Choosing and implementing new technology within your financial advisory firm

Over the course of my career, I’ve had the opportunity to talk to literally thousands of companies and financial advisory firms about technology - especially in my current role selling CRM software.

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Blog Feature

Financial Advisors  |  Junxure CRM  |  Technology  |  Wealth Management

Top 4 CRM features for financial advisors

Are you maximizing the benefits of your Client Relationship Management (CRM) tools? 

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AdvisorEngine  |  Financial Advisors  |  Junxure CRM  |  Sarah Thomas  |  Wealth Management  |  Women in Wealth Management

Tips for women in wealth management: How Sarah Thomas broke the glass ceiling in the NFL

Growing up as a multiple-sport athlete, I really never had an appreciation for the umpires and referees.

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