CRM Customization Service for Financial Advisors

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CRM Customization Service for Financial Advisors

Inspired by a conversation on:

The Perfect RIA

The Perfect RIA

Encore Episode: When Prospecting Goes Wrong

Host: Jamie Shilanski

Timestamp: 00:01:19 - 00:01:49

Listen to Episode • View Podcast • All Ideas from The Perfect RIA

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Feather Flow

Direct Quote

"Our CRM is a custom solution that Mike Eschlansky, my baby brother and I built. It's called Infinity CRM."

Market Gap

Financial advisors struggle with ineffective client management systems.

Many financial advisors rely on generic CRM systems that do not cater specifically to their needs, leading to inefficiencies and potential losses in client relationships. These systems often lack the customization necessary for tracking specific client interactions and ensuring compliance with industry regulations. As a result, advisors miss important follow-up opportunities and fail to maintain organized records, which can lead to decreased client satisfaction and retention. A tailored CRM solution can provide the structures and processes needed to streamline client management and enhance communication across teams.

Summary

The idea is to create a customized CRM service specifically designed for financial advisors. This service would focus on adapting existing platforms or creating new ones that include necessary features such as client tracking, documentation of interactions, and compliance measures. By providing a system that can be integrated into a financial advisory practice, this business would ensure that all team members can access crucial client information, which ultimately leads to better client relations and improved practice efficiency. This service could also offer training on how to maximize the use of the CRM, ensuring that advisors can fully benefit from the system.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$4,000 - $10,000 MRR
Moderate (Most Likely)
$20,000 - $40,000 MRR
Optimistic
$60,000 - $100,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
6/10
Market Potential
8/10
Evidence
7/10
Overall
7/10
Found on September 19, 2025 • Analyzed on September 19, 2025 9:39 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Technical to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available $1,000-$10,000
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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