Advisor CRM, the only all-in-one CRM platform built exclusively for registered investment advisors (RIAs), today announced the launch of its Gen AI Marketing Suite—a fully integrated set of free and paid tools designed to help advisors automate content creation, streamline marketing workflows, and strengthen client relationships.
Advisor CRM introduces Gen AI Marketing Suite for RIAs.
Includes AI-powered tools for emails, social posts, press releases, and client letters.
AI adapts to each advisor’s voice, tone, and value proposition.
Features smart segmentation, scheduling, and automation.
Available now to all Advisor CRM users, with full access in paid plans.
The Gen AI Marketing Suite includes specialized agents for generating Facebook and LinkedIn posts, marketing emails, client letters, press releases, and more—with new tools added weekly. With minimal training, the system quickly adapts to an advisor’s communication style, ensuring all generated content feels personal and authentic.
“Advisor CRM’s Gen AI Marketing Suite turns hours of marketing work into minutes,” said Ryan Borer, Managing Partner at Advisor CRM. “By leveraging AI, we’re not only making content creation easier but also ensuring it’s brand-consistent and client-ready. Because the system adapts to each advisor’s voice and value proposition, the marketing content it generates feels authentic, personal, and true to the advisor’s brand.”
AI-powered email creation – Draft client-ready messages with AI suggestions for subject lines, tone, and clarity.
Authenticity at scale – AI learns each advisor’s tone, writing in their authentic voice.
Smart segmentation – Organize and tag client lists (e.g., VIPs, high-value clients, new prospects).
Scheduling & automation – Plan and automate campaigns with ease.
“At Advisor CRM, our mission is to help advisors create, communicate, and connect more effectively,” said Leibel Sternbach, Partner at Advisor CRM and author of Authenticity: How to Become a Financial Superhero. “This suite brings that vision to life—giving advisors the ability to scale authenticity, strengthen client trust, and run their practices more efficiently. By eliminating the inefficiencies of juggling multiple apps, we’re helping firms focus on what matters most: delivering authentic value to their clients.”
The Gen AI Marketing Suite is available today to all Advisor CRM users, with unlimited access included in paid plans. Learn more at https://advisorcrm.com/gen-ai-marketing-suite.
Co-founded by former advisors and industry veterans, Advisor CRM is the only free, all-in-one CRM platform built specifically for RIAs and financial advisors. Leveraging decades of financial services and technology expertise, Advisor CRM addresses key operational challenges such as trading, compliance, client service, and workflow management—helping firms scale efficiently without added complexity. More information at www.advisorcrm.com.
TechIntelPro empowers B2B technology decision-makers with the latest industry trends, deep insights, leadership perspectives and actionable intelligence to drive both organizational and professional milestones—and thrive on the tech pulse.