Why automated capital account statements matter - and why the CRM you bought sat unused

https://padlet.com/oliviastill30ccmxr/bookmarks-gbri0s1f261jxqi8/wish/9kmlZVr7M04VZpgV

That moment changed everything. We spent six figures on a CRM that promised a single source of truth, slick dashboards, and "instant" partner statements. The reality: partners ignored it, called our back office, and kept spreadsheets alive