In full digital transformation process, professional advice is rewriting their internal dynamics at an unprecedented rate. Driven by the need to improve efficiency, adapt to a more demanding client and increase profitability, many firms are incorporating CRM platforms as a central part of their technological strategy.
The data speak for themselves. According to Bit24, more than 70% of the new digitalized advice so far from 2025 already integrate a CRM as one of the three fundamental technological pillars, together with documentary automation and multichannel communications integration.
“The vision has changed radically. The CRM is no longer just a tool to manage commercial opportunities; it is the organizing nucleus of the relationship with the client and internal processes. Today an advice that does not control the time dedicated to each client or does not automate their administrative tasks is losing profit margin every month,” says Hugo Miranda, CEO of Bit24.
Of the file shared to the connected environment
Until recently, many advice operated with basic office tools, organizing their services through spreadsheets and shared agendas. But the increase in administrative burden and the need to give more agile answers have forced the sector to evolve. In this new paradigm, the CRM allows automating repetitive processes, detailed work and centralize all communication with the client.
The automation, the traceability of the service and the experience of the client redefine the operating model of the SECTOr
Among the main benefits indicated by the firms that have already adopted these solutions include the reduction of 30% in response times, a 25% increase in customer retention thanks to a more productive monitoring, and a substantial improvement in profitability by customer thanks to the control of the time spent on each file.
However, the change is not exempt from challenges. Internal resistance to transformation remains one of the main brakes. “There are still those who believe that digitizing is losing control or depending on technology,” Miranda explains. “The key is to accompany the process with training and show specific results. We already have small advice using artificial intelligence to prioritize tasks and classify incoming communications.”
A trend without turning
The future is clear: digitalization must be a competitive advantage to become a survival requirement. Following this point, the company anticipates a 50% growth in 2025, with forecasts to exceed 1.5 million euros in billing, promoted by its national and international expansion and new strategic agreements.
In Miranda’s words, “the difference will no longer be between digitized and not digitized, but between those who know how to use the data intelligently and those who simply inform you their chaos.” The CRM, in this scenario, is consolidated as the tool that will make the difference between traditional advice and which will lead the future of the sector.
