The fully integrated suite of marketing tools gives advisors the ability to automate authentic content creation and streamline workflows
Advisor CRM, the only all-in-one CRM platform built exclusively for registered investment advisors (RIAs), announced the launch of its Gen AI Marketing Suite. This fully integrated set of free and paid tools empowers advisors to automate content creation, streamline marketing workflows, and strengthen client relationships.
The Gen AI Marketing Suite includes Agents for generating Facebook and LinkedIn posts, marketing emails, client letters, press releases, and more—with new tools added weekly. With minimal training, the AI quickly learns an advisor’s tone of voice, unique value proposition, and communication style, enabling it to write marketing copy and client communications in the advisor’s authentic voice.
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“Advisor CRM’s Gen AI Marketing Suite turns hours of marketing work into minutes,” said Ryan Borer, Managing Partner at Advisor CRM. “By leveraging AI, we’re not only making content creation easier but also ensuring it’s brand-consistent and client-ready. Because the system adapts to each advisor’s voice and value proposition, the marketing content it generates feels authentic, personal, and true to the advisor’s brand.”
Key features of the Gen AI Marketing Suite include:
- AI-powered email creation – Draft messages from scratch or with AI assistance, including suggestions for subject lines, tone, and clarity.
- Authenticity at scale – With minimal training, the AI learns your style and unique value proposition, writing copy in your authentic voice.
- Smart segmentation – Organize contact lists with custom tags (e.g., high-value clients, VIPs, new clients).
- Scheduling & automation – Plan email campaigns in advance with seamless scheduling tools.
“At Advisor CRM, our mission is to help advisors create, communicate, and connect more effectively,” said Leibel Sternbach, Partner at Advisor CRM and author of Authenticity: How to Become a Financial Superhero. “This suite brings that vision to life—giving advisors the ability to scale authenticity, strengthen client trust, and run their practices more efficiently, all within one platform. By eliminating the inefficiencies of juggling multiple apps, we’re helping firms focus on what matters most: delivering authentic value to their clients.”
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