Advisor CRM Launches Ember, an AI-Powered Client Engagement Solution for Advisors
Summary
Advisor CRM has launched Ember, an AI-powered client experience solution for financial advisors and insurance professionals. The product helps firms replace fragmented workflows, manual data entry, and document chasing with a secure, branded digital process. It supports client intake, onboarding, planning checklists, event registrations, risk assessments, and ongoing engagement. Ember also generates advisor-reviewed reports and syncs data back into Advisor CRM for a more connected workflow.
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Functions
Sales and Customer Experience
Developer and IT Infrastructure
CRM Software
Linked Companies
AdvisorCRM
$1M to $5M