Episodes

Jan. 31, 2023

Bridging the Gap Between Technology and Data Utilization with Spenser…

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 …

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Jan. 17, 2023

Providing PR Services to Financial Firms with Jason Lahita and Jimmy …

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 partner...

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Jan. 3, 2023

Adopting CRM Best Practices in a Simple and Elegant Way with Michael …

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 if...

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Dec. 6, 2022

Technology-Based Marketing Strategies with Susan Theder

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 c...

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Nov. 22, 2022

Making Your Advisory Business Successful in the Digital World with De…

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 ...

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Nov. 9, 2022

Using Predictive Life Events Data in Financial Services with Robert K…

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 …

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Oct. 18, 2022

Onboarding Clients Made Easy with Miles Burns and Patrick Meyer

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, Sanjeev...

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Sept. 27, 2022

Helping Advisors Embrace Innovation and Digital Transformation with V…

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 f...

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Sept. 13, 2022

Integrating Technology for Outstanding Client and Advisor Experiences…

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, ...

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Aug. 2, 2022

Best Practices For Marketing And Client Communication with Johnny San…

As technology has drastically changed the marketing landscape, so have businesses' ways of targeting customers. Marketing strategies are no longer based on mass production and reach but on targeted, personalized messages that...

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July 12, 2022

The Complexity of Wealth Management with Derek Bruton

Wealth management, at its core, is about helping families and investors succeed and reach their financial goals. It is about helping people identify their financial goals and objectives and then creating a plan to achieve the...

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June 28, 2022

Digital Trends in Wealth Management with April Rudin, Chip Kispert, a…

Digital transformation is not just a technology phenomenon. It is a business model and mindset shift that is revolutionizing industries and the way wealth managers operate. As digital disruption continues to sweep through the...

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June 14, 2022

Digital Transformation Models with Jon Feinstein

The digital landscape is constantly transforming the way we do business. Proper implementation doesn’t lose sight of the human touch, whether that means giving clients a more personal experience or giving advisors a better wo...

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May 31, 2022

Finding Solutions Through Simplicity with Katie Anderson

As technology encroaches further and further into our everyday lives, it can become a crutch that we think can solve every problem. And that can sometimes be true. But making solutions too complex isn’t the way to solve a pro...

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May 17, 2022

Humanizing Client Engagement with Adam Holt

Clients are at the heart of every successful business. Financial advisors know that establishing long-term relationships with clients requires providing the best possible customer experience. While technology provides many ad...

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May 3, 2022

Improving the Human Experience for Clients with Ilan Davidovici

FinTech has revolutionized the financial services industry, both for those of us who work in it and the clients we serve. And the changes come fast and often. In our haste to adapt these tools into our firms, we can …

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April 19, 2022

Strengthening Client Relationships Through Risk Assessment with Chris…

There is a lot of fear around investing, and this fear holds clients back from reaching their financial goals. If we can find ways to help them move beyond that fear, we can better help them to take control of …

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April 5, 2022

The Blueprint for Successful CRM Implementation with Greg Starr

CRM implementation is never a one-size-fits-all process. No two organizations are alike, which is why CRM implementation can be a unique process for each one. A CRM system that works well for one business might not work well ...

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March 15, 2022

Using CRM to Centralize Business Operations with Ernie Lacroix

CRMs are more than just customer databases. They're tools that help businesses manage everything from sales to marketing to customer service and support. The integration of CRM with other business systems can be a powerful to...

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March 1, 2022

Centralizing Data Management For Advisors with Brian McLaughlin

CRM is revolutionizing the way companies operate by centralizing data management. For financial advisors, this shift presents a huge opportunity to streamline their operations and provide better service to their clients. Sinc...

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Jan. 11, 2022

The Evolution of Financial Technology with George Baumgarten

In today’s episode, Paige and Sanjeev talk with George Baumgarten, former SVP Alliances, Marketing & Contracts at Skience. Having spent more than 30 years in financial services and technology, George Baumgarten has been at th...

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Jan. 4, 2022

The Key to Successful CRM Implementation with Mark Nahlovsky

CRM is a powerful tool for businesses to grow and thrive. However, if not done correctly, many of its benefits can be overlooked. How can CRM be implemented the right way in an organization? In this episode, Paige and Sanjeev...

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Dec. 14, 2021

Predictive Analytics in CRM with Leslie Page

In this episode, Paige Johnson and Sanjeev Kumar talk with Leslie Page, a business analyst at Skience. Leslie has been in the CRM world since 1998. She started her career as a subject expert for ACT Migration, worked for Sieb...

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Dec. 7, 2021

Enabling Digital Transformation Through CRM with Michelle Feinstein

In this episode, hosts Paige Johnson and Sanjeev Kumar talk with Michelle Feinstein, GM/Vice President, Wealth & Asset Management Industry Solutions and Strategy at Salesforce. Michelle is leading solutions and strategy for w...

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