The fully integrated marketing tool suite enables advisors to automate authentic content creation and streamline workflows efficiently. NASHVILLE, Tenn. , Aug. 26, 2025 /PRNewswire-PRWeb/ – Advisor CRM, the sole all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), today unveiled its Gen AI Marketing Suite. This comprehensive collection of free and paid tools empowers advisors to automate content creation, simplify marketing workflows, and enhance client relationships. “Advisor CRM's Gen AI Marketing Suite reduces hours of marketing effort to minutes, ” said Ryan Borer, Managing Partner at Advisor CRM. “By leveraging AI, we simplify content creation while ensuring it remains brand-consistent and client-ready. Since the system adapts to each advisor’s voice and value proposition, the generated marketing content feels genuine, personal, and true to the advisor's brand. ” Highlights of the Gen AI Marketing Suite include: - AI-powered email creation – Compose messages from scratch or with AI support, including suggestions for subject lines, tone, and clarity. - Authenticity at scale – With minimal training, the AI learns your style and unique value proposition, producing copy in your authentic voice. - Smart segmentation – Manage contact lists using custom tags (e. g. , high-value clients, VIPs, new clients). - Scheduling & automation – Organize email campaigns ahead of time with integrated scheduling tools. “At Advisor CRM, our goal is to help advisors create, communicate, and connect more effectively, ” stated Leibel Sternbach, Partner at Advisor CRM and author of Authenticity: How to Become a Financial Superhero. “This suite embodies that mission—enabling advisors to scale authenticity, build stronger client trust, and operate their practices more efficiently within a single platform.

By removing the inefficiencies of managing multiple apps, we help firms concentrate on delivering authentic value to clients. ” The Gen AI Marketing Suite is available now to all Advisor CRM users, with unlimited access included in paid plans. For further details, visit https://advisorcrm. com/gen-ai-marketing-suite. About Advisor CRM Founded by former advisors and industry experts, Advisor CRM is the only free, all-in-one CRM platform created specifically for RIAs and financial advisors. The platform draws from decades of financial services and technology experience to resolve challenges RIAs encounter managing operations. Advisor CRM provides modular tools supporting trading, compliance, client service, and workflow management, enabling advisory firms to scale efficiently without added complexity. For more information, visit www. advisorcrm. com. Media Contact Abbie Sheridan, Advisor CRM Phone: 1 516-286-7056 Email: [email protected] Website: https://advisorcrm. com SOURCE Advisor CRM