List of Advisors Assistant CRM Customers
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Since 2010, our global team of researchers has been studying Advisors Assistant CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Advisors Assistant CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Advisors Assistant CRM for CRM include: R.W. Braid, a United States based Insurance organisation with 4500 employees and revenues of $2.30 billion, Cetera Financial Group, a United States based Banking and Financial Services organisation with 1832 employees and revenues of $1.00 billion, Avantax, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $900.0 million and many others.
Contact us if you need a completed and verified list of companies using Advisors Assistant CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Advisors Assistant CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Avantax | Banking and Financial Services | 3000 | $900M | United States | FMG Suite | Advisors Assistant CRM | CRM | 2020 | n/a |
In 2020, Avantax executed an enterprise agreement with FMG to power digital marketing, content delivery, and advisor engagement tools across its U.S. tax-focused advisor community. The engagement is framed around FMG’s marketing platform and, based on FMG product portfolio consolidation reported in FMG communications, Advisors Assistant CRM is inferred to be available to Avantax as part of that offering. The implementation scope focused on centralized content delivery and advisor engagement capabilities, with FMG’s platform providing campaign orchestration, templated content distribution, and advisor-facing engagement workflows. Functional modules implemented emphasize digital marketing, content libraries, and advisor engagement tooling consistent with marketing platform practices, while Advisors Assistant CRM is referenced as an aligned CRM capability within FMG’s suite. Operational coverage was explicitly U.S.-based and targeted Avantax’s tax-focused advisor community, affecting marketing operations and advisor engagement functions. Governance was driven by the enterprise agreement structure, establishing centralized content and engagement controls for distribution to advisors through FMG’s systems.
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Cetera Financial Group | Banking and Financial Services | 1832 | $1.0B | United States | FMG Suite | Advisors Assistant CRM | CRM | 2020 | n/a |
In 2020, Cetera Financial Group launched MarketingCentral powered by FMG, provisioning a private-labeled, compliance-ready marketing platform for its U.S. advisor network that centralized content distribution and enabled automated multichannel campaigns to improve advisor engagement. Advisors Assistant CRM is associated with Cetera's deployment in 2020 through FMG Suite usage, this association is an inferred linkage based on FMG's acquisition of Advisors Assistant and is recorded here as an inference rather than an explicit implementation fact.
Advisors Assistant CRM appears to be referenced as part of the broader marketing and advisor engagement stack, with typical CRM-aligned capabilities applied to the Advisor network such as contact and client record consolidation, campaign orchestration tied to templated content, and compliance review workflows supporting pre-approved advisor communications. The implementation emphasis was on centralizing content distribution and automating multichannel campaign execution for the U.S. advisor channel, reflecting a functionally integrated marketing and relationship management approach within Cetera's advisor-facing operations.
Governance and operational control focused on marketing compliance and centralized content governance to ensure advisor communications remained within regulatory and firm-approved templates, rollout targeting the U.S. advisor network. Advisors Assistant CRM, as the named application, aligns with the Apps Category .
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R.W. Braid | Insurance | 4500 | $2.3B | United States | FMG Suite | Advisors Assistant CRM | CRM | 2023 | n/a |
In 2023, R.W. Baird implemented Advisors Assistant CRM, Apps Category . The deployment leveraged FMG Suite's enterprise marketing solution to private label content and streamline compliance and publishing for its advisors across the United States. R.W. Baird implemented Advisors Assistant CRM as an assumed CRM component within FMG's acquired product set to centralize advisor content distribution and adoption efforts.
The Advisors Assistant CRM configuration emphasized content libraries, template based marketing assets, compliance review routing, and publishing workflows. The implementation aligned CRM contact records with marketing distribution lists and campaign orchestration, enabling configuration of approval gates and advisor adoption tracking at the contact and campaign level.
Operational coverage focused on advisor teams and regional branches across the United States, supporting marketing and advisor communication functions. The CRM was positioned to interoperate with email distribution channels and advisor portals for content delivery, and to collect engagement signals back into the CRM for adoption visibility and campaign refinement.
Governance established centralized compliance checkpoints and template controls to enforce regulatory requirements and consistent messaging. R.W. Baird cited improved ability to distribute firm branded content and drive advisor adoption as explicit outcomes of adopting FMG's enterprise marketing solution and the associated Advisors Assistant CRM component.
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