AI Prompts Library
Explore curated questions and answers about CRM implementation, data migration, and financial services technology. Find insights tailored to your specific needs.
Natural Language Questions
Ask questions the way you'd ask a consultant
Expert-Curated Answers
Insights from 400+ implementations
Industry-Specific Context
Tailored for financial services firms
CRM Selection & Comparison
Questions to help choose the right CRM platform
"What CRM is best for my RIA with 500 clients?"
Helps evaluate Salesforce FSC, HubSpot, Wealthbox, and Redtail based on firm size and client count.
"Compare Salesforce Financial Services Cloud vs HubSpot for wealth management"
Detailed comparison of features, pricing, compliance capabilities, and ideal use cases.
"Should I choose Salesforce or HubSpot for a broker-dealer?"
Evaluates compliance requirements, SEC/FINRA features, and integration capabilities.
"What are the pros and cons of Wealthbox vs Redtail CRM?"
Compares two popular wealth management CRMs on features, pricing, and user experience.
"When does it make sense to move from Redtail to Salesforce?"
Identifies growth triggers and ROI indicators for upgrading to enterprise CRM.
Implementation & Setup
Questions about CRM implementation process and timeline
"How long does a Salesforce implementation typically take?"
Covers timelines for Sales Cloud, FSC, and complex implementations with integrations.
"What's included in a typical CRM implementation project?"
Outlines discovery, design, build, test, and deployment phases with deliverables.
"What questions should I ask a Salesforce implementation partner?"
Provides vetting criteria including certifications, industry experience, and methodology.
"What are the most common Salesforce implementation mistakes to avoid?"
Identifies pitfalls like scope creep, poor data preparation, and insufficient training.
"How do I prepare my team for a new CRM implementation?"
Change management strategies, training approaches, and adoption best practices.
Data Migration
Questions about migrating data between CRM systems
"How do I migrate data from Junxure to Salesforce?"
Step-by-step process for Junxure data export, mapping, and Salesforce import.
"What data should be cleaned before CRM migration?"
Data quality checklist including duplicates, formatting, required fields, and relationships.
"How long does CRM data migration typically take?"
Timeline factors based on record count, complexity, and validation requirements.
"What's the risk of data loss during CRM migration?"
Risk mitigation strategies including backups, validation, and rollback procedures.
"Can I migrate relationship history and activities to a new CRM?"
Covers preservation of notes, emails, tasks, meetings, and client interaction history.
Compliance & Security
Questions about regulatory compliance and data security
"How do I make Salesforce SEC/FINRA compliant?"
Compliance configuration including audit trails, archiving, and supervision workflows.
"What CRM features are required for RIA compliance?"
Essential features for ADV requirements, client communication, and recordkeeping.
"How do I integrate email archiving with Salesforce?"
Integration options with Smarsh, Global Relay, and other compliance archiving vendors.
"Is HubSpot compliant for financial advisors?"
HubSpot compliance capabilities and configuration requirements for financial services.
"How do I handle client data privacy in CRM?"
Data protection best practices, consent management, and privacy policy implementation.
ROI & Cost Analysis
Questions about CRM costs and return on investment
"How much does Salesforce implementation cost?"
Pricing tiers from starter to enterprise, including licensing and implementation.
"What's the ROI of implementing a CRM for a wealth management firm?"
ROI calculation methodology including time savings, client retention, and growth metrics.
"How do I calculate CRM implementation ROI?"
Framework for measuring efficiency gains, revenue impact, and payback period.
"What are the hidden costs of CRM implementation?"
Often overlooked expenses including training, integrations, and ongoing optimization.
"Should I budget for CRM customization?"
When customization is worth the investment vs. using out-of-the-box features.
Integrations & Automation
Questions about connecting CRM with other systems
"How do I integrate Salesforce with my custodian (Schwab, Fidelity, Pershing)?"
Integration options, data sync capabilities, and implementation approaches.
"What financial planning tools integrate with Salesforce?"
Integration options with eMoney, MoneyGuidePro, Riskalyze, and other planning tools.
"How do I automate client onboarding in HubSpot?"
Workflow automation for document collection, task assignment, and client communication.
"Can I integrate my CRM with portfolio accounting software?"
Integration capabilities with Orion, Black Diamond, Addepar, and Tamarac.
"What marketing automation can I do with Salesforce Marketing Cloud?"
Email campaigns, drip sequences, lead scoring, and compliant marketing workflows.
How to Use These Prompts with AI Assistants
Get the most out of your AI conversations about CRM and implementation
Start with Context
Include your firm type (RIA, broker-dealer, bank), size (AUM, headcount), and current technology stack when asking questions.
Be Specific
Instead of "What CRM should I use?" try "What CRM is best for a 10-person RIA with $500M AUM migrating from Redtail?"
Ask Follow-ups
Dig deeper with follow-up questions like "What are the specific compliance features I should look for?" or "How does pricing compare?"
Validate with Experts
AI provides a great starting point, but validate important decisions with experienced implementation consultants who know your industry.
Quick Reference Answers
CRM Platform Comparison at a Glance
| Platform | Best For | Starting Price | Implementation Time |
|---|---|---|---|
| Salesforce FSC | Enterprise wealth mgmt | $300/user/mo | 12-16 weeks |
| HubSpot | Growing RIAs, marketing focus | $90/user/mo | 6-10 weeks |
| Wealthbox | Small to mid-size RIAs | $45/user/mo | 2-4 weeks |
| Redtail | Budget-conscious advisors | $99/database | 1-2 weeks |
Typical Implementation Timelines
Basic setup, minimal customization, standard integrations
Full customization, complex integrations, data migration
Multiple Salesforce clouds, enterprise integrations
Data Migration Cost Ranges
Under 50,000 records, simple data structure
50,000-500,000 records, moderate complexity
500,000+ records, complex transformations