10 Popular CRM For Financial Advisors In 2026

Vivek Gururani is a Sr. Digital Marketing Manager at Dynamics Square with over 15 years of experience in B2B marketing, demand generation, and go-to-market strategy for ERP, CRM, and business technology solutions. He specializes in helping organisations evaluate and adopt Microsoft Dynamics 365 applications through content marketing, SEO, marketing automation, and digital growth initiatives. Vivek works closely with sales, consulting, and leadership teams to develop industry-focused campaigns that align business challenges with technology solutions. He also leverages AI tools such as Claude, ChatGPT, Copilot, and other leading AI tools to support market research, content development, and campaign execution. His expertise spans ERP, CRM, AI, and digital transformation, helping organisations make informed technology decisions and drive sustainable business growth.