On Friday’s On Air broadcast, I connected with Market76 co-founder Frank Eden to discuss how the CRM startup is attempting to reinvent adviser use of relationship management software.
Note that CEO Ethan Eden was originally scheduled for the interview, but he had a last minute emergency that prevented him from appearing. Frank Eden was gracious to step in on last-minute notice.
Market76 is a new provider in the financial adviser CRM space, having launched its platform publicly in mid-2011. The company is still relatively unknown among most financial advisers, save a few reviews on RIABiz.com.
The main discussion points in the interview below include how Market 76 handles security of its clients’ data, monetizes the software to generate revenue (Market76 is free to adviser users), and pushes the envelope in what CRM software can do.
