CRM & project management support for financial services firms

In financial services, your CRM isn't just a contact list — it's your pipeline, your compliance trail, and your client relationship history all in one. When deal stages go unupdated, follow-ups slip, or onboarding tasks fall through the cracks, it costs you clients and credibility. A Trusty Oak EA keeps your CRM accurate and your client-facing projects moving without pulling you away from advisory work.

100+ tasks completed in this service category across our client base.

Fractional crm & project management support for financial services firms

How Trusty Oak handles crm & project management for financial services firms

A Trusty Oak EA embedded in your financial services workflow typically handles the day-to-day administration that keeps your CRM and project pipelines functional and current. On the CRM side, that means logging client interactions, updating contact records and deal stages in platforms like Salesforce, Redtail, or HubSpot, building out segmentation lists for advisors or relationship managers, and flagging stale opportunities that need attention. For project management, your EA tracks deliverables across tools like Asana, Monday.com, or ClickUp — whether that's a client onboarding sequence, a compliance documentation project, or an internal initiative — and makes sure owners have what they need to hit deadlines. Your role is to review a brief weekly summary and make decisions; the EA handles the logging, organizing, and follow-up coordination in between.

What your EA takes off your plate

Before your first session, document which CRM fields your team actually uses versus which ones are aspirational — most financial services firms have a gap there, and an EA can only maintain what's been defined. The most common mistake is handing over CRM access without a brief on your naming conventions, pipeline stages, and any compliance-sensitive fields that should never be edited without advisor sign-off. A 30-minute walkthrough at the start saves weeks of cleanup later.

1

CRM Record Maintenance and Pipeline Updates

Keeps contact records, account details, and deal stages current in Redtail, Salesforce Financial Services Cloud, or HubSpot — including logging calls, meetings, and email touchpoints after client interactions.

2

Client Onboarding Project Coordination

Builds and manages onboarding task lists in Asana or Monday.com, tracks completion of required documents, and follows up with clients or internal team members on outstanding items.

3

Pipeline Reporting and Opportunity Audits

Pulls CRM reports to identify stale opportunities, missing data fields, or contacts overdue for outreach, then prepares a clean summary for advisor or leadership review.

4

Segmentation List Building for Client Communications

Creates and maintains filtered contact lists by AUM tier, service type, review cycle, or geographic region to support targeted advisor outreach or marketing campaigns.

5

Internal Project Tracking and Status Updates

Manages project boards for recurring initiatives — such as quarterly review prep, compliance audits, or product rollouts — keeping task owners accountable and timelines visible across the team.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Salesforce
Monday.com
Notion
ClickUp
HubSpot
Asana

...and many more!

Trusted by financial services firms

Trusty Oak supports financial services firms including Dominion Fund Services — handling everything from crm & project management to broader operational support.

What crm & project management support costs for financial services firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
15 hours $525
Specialists
~$50/hour
10 hours $500
Fractional Executives
~$95/hour
5 hours $475
Your monthly budget
$1,500

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Yes — your EA operates under your existing access controls and permissions, so you decide exactly what they can view and edit. We recommend setting up a role-based login with field-level restrictions on any data governed by your compliance or data security policies, which your IT or compliance team can configure before onboarding.
Redtail is one of the most common CRM platforms in the RIA and independent advisor space, and our EAs are familiar with its contact management, workflow automation, and activity logging features. During onboarding, your Client Success Manager will confirm platform fit and match you with an EA who has relevant experience.
The EA supports the advisors, not replaces them — think of it as keeping the administrative layer of the CRM clean so advisors can focus on relationship work. In practice, advisors flag completed meetings or key updates, and the EA handles the logging, follow-up scheduling, and record maintenance that typically gets skipped when advisors are stretched.

Keep your CRM accurate and your projects on track

Trusty Oak's US-based EAs are ready to support your financial services firm with CRM administration and project coordination starting at $1,000/month. Schedule a call to build your Strategic Delegation Plan.