Over two thirds (69%) of advisers are ready to "break up" with their CRM systems, Twenty7tec has found.

The advice tech firm’s latest research coincides with its call for smarter, single-platform solutions, as advisers’ relationships with their CRM systems are under serious strain.

Only 12% of advisers said they were "very satisfied" with their current CRM provider, while 33% remain neutral.

The research found that over 88% of advisers want automation in some form in regards to their CRM, while 43% said a client portal is "very important" in their CRM. A further 36% said that it is "somewhat important".

Furthermore, 16% said their CRM supports compliance "very well", while just 9% said it improves profitability.

Chief executive officer at Twenty7tec, James Tucker, said: "Too many advisers are stuck using disconnected tools. Sourcing, CRMs, document sharing, compliance checks – each with a different login and no clear link between them. It’s no wonder that people are getting seriously fed up with something that’s meant to make the working day less stressful.

"It’s that ease of the working relationship that really needs to be focused on. More than half of those surveyed prioritise ease of use when choosing their CRM, while the same amount cited more features and better integrations as reasons they would switch providers."

In response to its findings, Twenty7tec has called for a more integrated approach in the CRM market, outlining its long-term vision for a single technology platform to power the advice process from end to end.

This involves one login, one provider and one set of customer data to streamline operations and reduce friction.

With five connected modules and integration through open APIs, the system is built to be flexible and scalable.

Tucker also stressed the importance of AI for CRM users across the advice sector.

He concluded: "There’s huge potential for AI to deliver fast, accurate insights drawn from market data, lender criteria and economic trends – helping advisers make smarter decisions, faster. But it has to be done right.

"Fifty-two per cent of advisers say they’re interested in using AI-driven CRM features, and we already know AI needs to be paired with strong security that builds trust. That’s why we’re investing in information architecture that prioritises privacy while delivering on efficiency."

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