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
Empowering Advisors to Deliver Advice Beyond Investing with Philipp Hecker
Feb. 28, 2023
In the new era of financial services, the industry is now recognizing the need for a more comprehensive approach beyond just investing. Moreover, clients increasingly seek advisors who can provide holistic financial planning…
AI-Driven Business Support System with Matt Reiner
Feb. 14, 2023
In this episode, Marc Butler talks with Matt Reiner, CEO and Co-Founder of Benjamin. After spending years as both a financial manager for individuals and helping to lead Capital Investments Advisors and Wela Strategies, Matt…
Bridging the Gap Between Technology and Data Utilization with Spenser Segal
Jan. 31, 2023
The use of data and data-driven tools has increased rapidly in recent years. However, many organizations have yet to be able to effectively utilize this data due to a lack of understanding of how to use it. While there is a …
Providing PR Services to Financial Firms with Jason Lahita and Jimmy Moock
Jan. 17, 2023
Financial firms have to communicate with various audiences, from investors and analysts to the media, regulators, and the general public. Each of these groups has its own specific needs and concerns. With the right PR partne…
Adopting CRM Best Practices in a Simple and Elegant Way with Michael Toran
Jan. 3, 2023
Customers are the lifeblood of any business. It is, therefore, essential to have a system that can help manage customer relationships. CRM systems can be powerful tools for managing customer data and interactions, but only i…
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 …
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.