15 episodes

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.

CRM Unlocked Skience

    • Business
    • 5.0 • 7 Ratings

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.

    Digital Trends in Wealth Management with April Rudin, Chip Kispert, and Nitin Seth

    Digital Trends in Wealth Management with April Rudin, Chip Kispert, and Nitin Seth

    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 industry, wealth managers are under pressure to quickly adopt new technologies, reinvent themselves, and find ways to offer more personalized customer experiences.
    In this episode, Marc Butler is joined by industry experts at Skience Fair: Digital Trends Impacting Wealth Management Leaders. April Rudin (CEO at Rudin Group), Nitin Seth (CEO at Incedo), and Chip Kispert (Managing Partner at Beacon Strategies) share their insights on digital transformation in wealth management, how firms can optimize their operations and value proposition, and what digital trends wealth managers should pay attention to.

    Key Takeaways

    [01:13] - An introduction to the top industry experts in this webinar.

    [07:55] - The beginnings of the digital transformation and its impact on wealth management.

    [14:38] - How companies manage their data and what value they gain from it.

    [17:48] - How firms are redefining their value proposition and branding in today's business environment.

    [22:31] - The importance of communication in client retention.

    [24:44] - Why strategy and execution need to work together.

    [29:28] - Where advisory firms fall short when it comes to strategy and execution.

    [37:08] - The most effective ways advisors can market themselves.

    [38:35] - Who they consider to be influential disruptors in the coming years.


    Quotes
    [20:24] - "The way marketing has shifted is to be more client-centric. And so rather than talking about here's what I do, here's more about me, here's my technology, and all about this. It's more about solving client pain points and problems." - April Rudin
    [20:54] - "Technology firms that want the enterprise to understand what they do need to make sure that they're communicating their value proposition in a way that makes sense to their buyers, not in a way that makes sense to them." - April Rudin
    [27:57] - "The overall state of maturity in terms of the technology and operational infrastructure for most wealth managers is still behind the curve. It is often a password of multiple systems, multiple platforms that are trying to come together." - Nitin Seth
    [31:43] - "We saw a lot of folks really go down the path of trying to automate their account opening and they got it half right." - Chip Kispert

    Links 

    Marc Butler on LinkedIn

    April Rudin on LinkedIn

    Chip Kispert


    Nitin Seth 

    The Rudin Group

    Beacon Strategies

    Incedo

    Capgemini

    Elon Musk

    SpaceX

    Jack Dorsey

    Skience Fair: Digital Trends Impacting Wealth Management Leaders


    Connect with our hosts

    Ali McCarthy

    Sanjeev Kumar

    Skience


    Subscribe and stay in touch

    Apple Podcasts

    Spotify

    Google Podcasts

    • 44 min
    Digital Transformation Models with Jon Feinstein

    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 work/life balance. 
    In this episode, Ali and Sanjeev talk with Jon Feinstein, Relationship Manager at Skience. Throughout his career, Jon has had a ringside seat to watch CRM's impact on the industry, the people who work within it, and the clients it serves. 
    Jon talks with Ali and Sanjeev about how to make the digital journey smooth for firms and clients alike, what is at the foundation of a successful implementation, and barriers to success. 

    Key Takeaways

    [02:15] - Why understanding the human element is critical in all industries.

    [06:31] - How we can use technology to further our goals as advisors and bring value to those we serve.

    [10:50] - What is the foundation of a CRM system.

    [12:30] - How organizations can rethink their digital journey.

    [15:02] - How to find value not just for the client and the organization but the industry as well.

    [19:29] - How a reset can help you rediscover the intentionality of your business.

    [23:12] - The biggest barrier to successful digital integration.


    Quotes
    [07:05] - "We want to grow assets under management. We want to grow assets under administration. We want our advisors to become more efficient. We want to grow market share. And so the point of digital transformation exercises isn’t to go digital but organizations can measure their digital maturity in part by assessing progress made into digital transformation across a few dimensions and as well as the ROI from those investments." ~ Jon Feinstein
    [10:50] - "I think when you think about CRM, I think for any successful implementation, it starts with a strong foundation of data. Data is absolutely essential. The quality of the data, the cleanliness of the data, because that's really the foundation that flows into all of the systems, CRM or otherwise." ~ Jon Feinstein
    [15:02] - Whether you’re a product manufacturer or a wealth management or asset management firm, or a software company, you name it, we want to create value, and we need to think of value in terms of not just the organization but what value will be derived by the industry." ~ Jon Feinstein

    Links 
    Jon Feinstein on LinkedIn

    Connect with our hosts

    Ali McCarthy

    Sanjeev Kumar

    Skience


    Subscribe and stay in touch

    Apple Podcasts

    Spotify

    Google Podcasts

    • 28 min
    Finding Solutions Through Simplicity with Katie Anderson

    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 problem. 
    Katie Anderson, Founder and CEO of Save Co Service, has been recognized by Forbes as one of their 30 Under 30 To Watch and is an expert in clean water, sanitation, sustainable communities, and climate action. 
    In this episode, Ali and Sanjeev talk with Katie about how technology can bridge gaps so we can better communicate and solve problems with those in our professional lives.

    Key Takeaways

    [06:01] - How we can use CRM to increase efficiency and create ease of communication while enhancing sustainability.

    [08:13] - How technology can help market to customers and help employees be more productive.

    [12:48] - Creating revenue by solving a problem for both yourself and your competitors.

    [15:33] - Finding opportunities to take your CRM beyond your industry.

    [16:57] - Changing the model and the mindsets of you and your employees from resistance to openness.

    [17:56] - Using CRM and simple solutions to avoid creating a new problem when you solve an old one.

    [26:10] - Finding the correct balance between the technological and the human approach.


    Quotes
    [12:50] - ”I replaced my problem with applications. And so for me, it was, ‘This is a great bell and whistle but does it ultimately support the efficiency and quality of what it is that I’m trying to achieve?’ And so for me, it was about bringing simplicity to a complex, fast-moving system.” ~  Katie Anderson
    [16:50] - ”The most beautiful CRM is one that allows for humans to be humans, and ultimately becomes a really great assistant, and essentially stays in the basics and the simplicity.” ~  Katie Anderson

    Links 
    Katie Anderson on LinkedIn

    Connect with our hosts

    Ali McCarthy

    Sanjeev Kumar

    Skience


    Subscribe and stay in touch

    Apple Podcasts

    Spotify

    Google Podcasts

    • 30 min
    Humanizing Client Engagement with Adam Holt

    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 advantages for customer service, it can never take the place of human interaction. 
    In today’s episode, Marc talks with Adam Holt, CEO and Founder of Asset-Map Holdings and Financial Professional/Principal at RubinGoldman and Associates. In order to serve clients better, Adam realized that providing them with clarity and confidence would help in achieving their financial goals. 
    Today, Asset-Map is used by thousands of financial advisors across multiple currencies and languages to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.
    Adam talks with Marc about why client engagement is paramount in the financial advisory industry, how the right mix of technology and human touch enables advisors to deliver advice effectively, and how Asset-Map can better serve clients in the future.

    Key Takeaways

    [01:01] - What inspired Adam to create Asset-Map.

    [03:12] - Adam's journey to building a wealth tech company.

    [06:51] - The difference between client engagement and financial planning.

    [10:59] - Why Asset-Map has grown exponentially over time.

    [14:51] - Why human engagement is crucial to financial planning.

    [19:04] - The right mix of technology and human touch for delivering advice.

    [25:08] - How Asset-Map keeps the younger generation of investors in the family.

    [27:43] - What's next for Asset-Map.

    [32:36] - What advice Adam can give to financial advisors.


    Quotes
    [1:46] - "Most of the time, we tend to deliver technical advice with a technical presentation, and consumers of financial advice are looking for clarity and confidence. When you're trying to get people to take action and serve their financial well-being, you gotta create clarity and simplicity." - Adam Holt 
    [20:40] - "I tend to think that the customer experiences should be very consistent and should be very catered to them. We need all these tools to drive and run our practice. When it comes to customer experience, anything that touches the customer needs your direct attention because it reflects your preeminence or your negative side of preeminence." - Adam Holt
    [33:10] - "If you're an advisor thinking about adding new tech and you actually want to get a return on your investment, you have to spend more money on training and a commitment of time." - Adam Holt

    Links 

    Adam Holt on LinkedIn

    Asset-Map

    Kitces

    Joe Duran

    Tech Compass | Asset-Map


    Connect with our hosts

    Marc Butler

    Ali McCarthy

    Sanjeev Kumar

    Skience


    Subscribe and stay in touch

    Apple Podcasts

    Spotify

    Google Podcasts

    • 36 min
    Improving the Human Experience for Clients with Ilan Davidovici

    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 lose sight of what is at the core of our industry, our clients. 
    Ilan Davidovici is currently head of Client Experience at Edward Jones. Prior to that, he was with Salesforce and Deloitte. Throughout his career, he’s seen many changes, and this insight has helped him anticipate trends in the industry. But one thing remains the same; clients want a personal touch. 
    In this episode, Ali and Sanjeev talk with Ilan about making the most of the tools and technology available to give clients a personal experience. 

    Key Takeaways

    [04:14] - How the client relationship has changed.

    [16:31] - What clients want most at the end of the day.

    [15:31] - Trends to expect in the near future.

    [20:40] - What success really means for firms.

    [22:40] - Overcoming fear to better utilize the tools available to us.

    [25:03] - How we can judge the closeness of our client relationships.


    Quotes
    [03:34] - "Before we talk about what’s changed, let’s talk about what’s not changed. The human experience has never been more important. People want to have human relationships, and human relationships where they feel understood and in control. " ~Ilan Davidovici
    [21:25] - "If I were to get technical in trends for the future I’d say anything that helps financial advisors take action — whether that’s integrating a product availability into CRM where the financial advisor is doing their daily work, or extending external tools to the client so they can take action on their own time and in their own way. " ~Ilan Davidovici

    Links 
    Ilan Davidovici on LinkedIn

    Connect with our hosts

    Ali McCarthy

    Sanjeev Kumar

    Skience


    Subscribe and stay in touch

    Apple Podcasts

    Spotify

    Google Podcasts

    • 30 min
    Strengthening Client Relationships Through Risk Assessment with Chris Quandt

    Strengthening Client Relationships Through Risk Assessment with Chris Quandt

    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 their financial future. 
    In this episode, Ali and Sanjeev talk with Chris Quandt, Senior Advisor Success Coach at Riskalyze, about how we can optimize our tech stack to enhance efficiency in our practice, how doing so enhances CRM, what a risk number is, and how it connects to investing fearlessly.

    Key Takeaways

    [06:30] - How risk numbers help clients understand and meet financial goals.

    [10:03] - Why risk numbers are a great lead generation tool. 

    [12:25] - Why a big part of an advisor’s job these days is relationship management.

    [16:00] - How a tech stack can directly impact client relationships.

    [19:58] - Why technology plays a critical role in generational wealth transfer. 


    Quotes
    [03:50] - ”Our mission is to empower the world to invest fearlessly. A pretty big mission, but we’re excited to create those advisors to help empower that fearless investing.” ~ Chris Quandt
    [14:58] - ”I’ve got a Lamborghini in my tech stack, but I don’t know where the ignition goes. Is it a push-button start, or do I put a key in the ignition?” ~ Chris Quandt
    [19:56] - “Coming up here we’ve got the biggest transfer of generational wealth, so how are you tracking those family units? How are you getting in front of the heirs of your clients? Do you have a way to do that?” ~ Chris Quandt
    [23:01] - ”We’re not the hero. We’re the guide. We’re the Gandolph to Frodo; we’re Glenda to Dorothy in The Wizard of Oz.” ~ Chris Quandt

    Links 

    Chris Quandt on LinkedIn

    Riskalyze


    Connect with our hosts

    Ali McCarthy

    Sanjeev Kumar

    Skience


    Subscribe and stay in touch

    Apple Podcasts

    Spotify

    Google Podcasts

    • 34 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Top Podcasts In Business

Ramsey Network
NPR
iHeartPodcasts
Pushkin Industries
Jocko DEFCOR Network
Andy Frisella #100to0