CRM Unlocked
CRM Unlocked is your guide to maximizing the potential of your CRM. Learn how to solve the most challenging aspects of technology-driven digital transformation and unlock the leading strategies of the world’s most successful financial firms. Brought to you by Skience.
Recent Episodes
Technology-Based Marketing Strategies with Susan Theder
Dec. 6, 2022
The integration of CRM with marketing technologies has been a game-changer for businesses. CRM systems are beneficial for automating and managing customer data. Combined with marketing technologies, they can create powerful …
Making Your Advisory Business Successful in the Digital World with Derek Notman
Nov. 22, 2022
The competitive landscape for advisory services has changed drastically in recent years. The development of digital tools and platforms has made it possible for businesses to be conducted remotely. This shift has resulted in…
Using Predictive Life Events Data in Financial Services with Robert Kirk
Nov. 9, 2022
It's human nature to hope for the best and avoid contemplating the worst. But in reality, no one is immune to the trials and tribulations of life. And yet, people don't plan for bad things to happen, and those who provide ad…
Onboarding Clients Made Easy with Miles Burns and Patrick Meyer
Oct. 18, 2022
Client onboarding is a critical part of any business. It is the first step in building a long-term relationship with the client and sets the tone for how the firm will provide services moving forward. In this episode, Sanjee…
Helping Advisors Embrace Innovation and Digital Transformation with Valarie Vest
Sept. 27, 2022
Innovation and digital transformation are inevitable in today's world. Technology is changing how financial advisors do business, creating new challenges and opportunities. While adopting new technologies can be challenging …
Integrating Technology for Outstanding Client and Advisor Experiences with Hunter Flynn
Sept. 13, 2022
As a financial advisor, the primary goal is to provide outstanding client experiences. As consumers become more sophisticated, they expect a seamless, personalized experience across all channels, including in-person, online,…
About the Hosts
Ali McCarthy, PhD
Chief Marketing Officer
With over 20 years of experience, Ali leads the development of the strategic marketing and communication plan for Skience, who provides digital transformation solutions for the wealth management industry. She is responsible for the daily demands of driving brand reputation and business growth along with defining a long-term vision for modernizing marketing and communications. Ali has been recognized as having a unique vantage point of being able to blend an academic-evidence-based mindset to her management approach with a seamless integration of behavioral sciences into the client-advisor relationship.
Sanjeev Kumar
Chief Executive Officer and Co-Founder
A self-declared “enthusiast for all I do,” Sanjeev’s passion for leveraging technology to solve business problems inspired him to found The Athene Group in 2001. With an extensive career in the IT business, he witnessed the evolution from mainframe computers to client servers to the cloud-based Internet age and is excited that Skience can continue to evolve in step with the industry’s many ongoing advancements. Sanjeev has a degree in Mechanical Engineering from Bangalore University, India, although he never saw himself working in that industry. He found the world of technology to be much more challenging and fun. He was a developer and programmer before turning his talents to starting and running a business that has enabled him to build extensive relationships with financial services firms of all sizes within the US and abroad.