Welcome to CRM Unlocked — your guide to maximizing the potential of your CRM.
Together, we are here to share the secrets to maximizing the potential of your CRM and unlocking the leading strategies for digital transformation within the wealth management space. We’re going to be talking with industry leaders and experts who will help us unleash the power of our CRMs, improve workflows, and enhance experiences for employees, advisors, and clients.
This conversation is so important as more and more people across the globe are looking to improve their financial lives and well-being.
Join our hosts, Paige Johnson, VP of Strategic Alliances, and Sanjeev Kumar, Founder and CEO, as they explore all the use-cases for CRMs as a part of digital transformation. We will cover topics that range from creating a single source of truth for your firm, to using data to help drive the next best action for your team.
We’re so excited to have you with us on this journey.
Our first episode drops October 23, 2021. Subscribe now, wherever you listen to podcasts. In the meantime, if you want to learn more about Skience, visit us online at Skience.com
Connect with our hosts