Jan. 11, 2022

The Evolution of Financial Technology with George Baumgarten

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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 the forefront of financial technology development. Dedicated to building a platform for advisors, he has seen how RIA businesses have grown from the ground up.

George talks with Paige and Sanjeev about his outstanding contributions to the world of financial technology, CRM as a building block for most businesses, and what he enjoys now in the wealth management industry.

Key Takeaways

  • [3:51] - How George and Sanjeev built a strong professional relationship.
  • [10:12] - What keeps George in the fintech industry even after retirement.
  • [16:20] - What George likes about the investing side of things.
  • [19:02] - How CRM is a building block for most businesses.
  • [22:55] - The secret of great innovation.
  • [24:53] - What makes a company with a very high valuation.


[20:11] - "As the youth and young workers of today move between industries, it's an expectation that if they're doing customer-facing work, they're going to be using CRM. Whether it's in life sciences, managing customer relationships for marketing and big data, or managing customer relationships, they're going to be using CRM." - George Baumgarten

[23:34] - "I'd like to think of innovation as some huge spark. But a lot of it is trying to see what is the marketplace doing, what a customer wants. Then try once, and if it doesn't work, try a second time and keep on trying. That's super important as far as innovation goes." - George Baumgarten


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