Shows
Next MileHow Powerful Data Can Supercharge Organic Growth with Matt ReedEpisode 116: This week, Kyle Van Pelt talks with Matt Reed, Chief Revenue Officer at Powerlytics. Matt brings 20 years of wealth management experience to Powerlytics, including leadership roles at Skience, eMoney Advisor, and Brightscope | ISS. At Powerlytics, Matt oversees the sales and marketing teams and leads the company's revenue-generation strategy and execution.
Matt talks with Kyle about the power of data in driving organic growth. He explores the struggle of finding the right target and why “who and where” matter in prospecting. Matt also shares how Powerlytics' data-driven targeting and wealth platform can help find the next ideal clien...
2025-10-2830 min
Modern Financial AdvisorSolving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s DataJud Mackrill, Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and integration. They discuss the concept of data lakes, the mission of Milemarker to empower financial advisors with better data control, and the evolution of technology in the financial services industry.
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Orion - Jud Mackrill shares the story of being employee number 20 at Orion...
2024-12-1345 min
The Customer WinsHow Wealth Management Firms Can Thrive Through ConsultancyMarc Butler is the Founder and Consultant of Marc Butler Consultancy, a consultancy firm that helps wealth management and wealth tech firms improve their growth and performance. He is a respected global business and financial services executive with demonstrated success in start-ups and financial technology companies. Marc is also a contributing writer at Advisor Perspectives, the leading interactive publisher for wealth managers and financial advisors. He was previously the President of Skience and is an active board member at Future Capital, SIGNiX, and AdvisorBid. In this episode… Do you wish to unlock your po...
2023-06-1244 minThe Customer WinsHow Financial Services Can Thrive Through Digital Transformation With Sanjeev Kumar of SkienceSanjeev Kumar is the Co-founder and CEO of Skience, a firm transforming financial services firms with innovative services and solutions. His passion for leveraging technology to solve business problems inspired him to found The Athene Group in 2001, which later transformed into Skience. With a mechanical engineering degree from Bangalore University, Sanjeev found the world of technology much more challenging and fun — starting a business that lets him build extensive relationships with financial services firms all across the world. In this episode… With constant evolution in the business world, financial services firms are struggling to keep up...
2023-05-2228 min
CRM UnlockedBest Practices For Marketing And Client Communication with Johnny SandquistAs 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 speak to the individual. With the advent of big data, businesses can target their marketing efforts to specific demographics. What are the best practices in marketing and communication that build meaningful client connections?
In this episode, Ali McCarthy talks with Johnny Sandquist, Founder of Three Crowns Copywriting and Marketing. Johnny has been working with RIA firms and advisor technology since 2009. With a degree in English...
2023-05-1634 min
The Conquer Risk PodcastIndustry Gossip (E25)You know the drill! The industry has news and we have opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management. · Altruist acquires award winning SSG custodial platform· Insight Partners and Adams Street invest in Altruist· Executive shake-up at Skience sees President/COO, CMO, CPO leave· Riskalyze opts for a rebrand as part of push for $1-billion valuation· Snappy Kraken announces collaboration with Morningstar We hope you enjoy and follow us on this journey! If you have any ideas, comments or su...
2023-04-2808 min
CRM UnlockedEmpowering Advisors to Deliver Advice Beyond Investing with Philipp HeckerIn 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 and advice. In this episode, Sanjeev and Ali talk with Philipp Hecker, Co-Founder and CEO at Bento Engine. Philipp focuses on tech-driven advisor enablement and implementing client-centric growth strategies in the wealth and asset management industries. As someone who believes that wealth, when properly managed, can be a force for good for individuals, their families, and the communities they live in, Philipp is passionate a...
2023-02-2832 min
The Fuse ShowHow Data Drives Better Business with Kyle Van PeltAs financial services become more technology-driven, the role of data in providing a seamless advisor-client experience has become more important. From initial engagement to the ongoing relationship, every stage of the journey is critical to the success of the advisor and the financial institution. However, with data being spread across multiple systems and sources, how can advisors access the information they need at the right time?In this episode, Ryan and George talk with Kyle Van Pelt, CEO of Milemarker. Prior to his role, Kyle was the Executive VP for Sales at Skience, a Solutions Manager at...
2023-02-2147 minCRM UnlockedAI-Driven Business Support System with Matt ReinerIn 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 co-founded Benjamin, an AI fintech company that serves the financial advisor industry. Matt used both Capital and Wela as testing grounds for his technology. Now, Benjamin helps hundreds of firms across the country streamline time-consuming tasks and allows for greater client engagement through technology.Matt believes that with true innovation, RIAs will attract top-tier talent, create efficient and scalable practices, and offer...
2023-02-1434 minCRM UnlockedBridging the Gap Between Technology and Data Utilization with Spenser SegalThe 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 growing gap between the available data and its utilization, the effective use of data is predicated on technology but grounded in human behavior.In this episode, Ali and Sanjeev talk with Spenser Segal, Chief Executive Officer of ActiFi. With 33 years in the financial services industry, Spenser has witnessed the dawn of the fintech era. Spenser was...
2023-01-3131 minCRM UnlockedProviding PR Services to Financial Firms with Jason Lahita and Jimmy MoockFinancial 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 who understands the challenges and nuances of the industry, only then can they develop the right strategies and messages that will resonate with each audience. In this episode, Ali and Marc talk with StreetCred Communications' Founding Partner, Jason Lahita and Managing Partner, Jimmy Moock. Compelled to reignite his entrepreneurial flame, Jason launched StreetCred Communications. With a deep determination and Integrated Partners as...
2023-01-1736 minCRM UnlockedAdopting CRM Best Practices in a Simple and Elegant Way with Michael ToranCustomers 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 used effectively.In this episode, Ali and Sanjeev talk with Michael Toran, Senior Vice President of Information Technology at Relation Insurance Services. In his role, Michael is responsible for all aspects of planning, managing, and securing corporate and business-unit IT operations, software development, and infrastructure for Relation Insurance. With 25 years of insurance industry experience across various disciplines, including prior senior financial...
2023-01-0334 minCRM UnlockedTechnology-Based Marketing Strategies with Susan ThederThe 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 customer journeys, allow businesses to understand their customers better, and develop more targeted marketing strategies. In this episode, Ali and Marc talk with Susan Theder, Chief Marketing and Experience Officer at FMG Suite. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences. Having a passion for helping financial professionals grow and market their businesses, Susan was named C...
2022-12-0626 min
Wealthies CircleWealthies Circle Podcast: Bringing the Sexy Back to the Back OfficeOne of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated applications.
Learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.
Our Panelists:
David Everson, Sr. Director of Solutions Marketing, Laserfiche
Marc Butler, COO, Skience
Anton Honikman, CEO, MyVest
2022-11-2232 minCRM UnlockedMaking Your Advisory Business Successful in the Digital World with Derek NotmanThe 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 a new breed of advisory services that are more flexible and agile than their traditional counterparts.In this episode, Marc talks with Derek Notman, Certified Financial Planner and a serial entrepreneur in the financial services industry, founding Couplr and Conneqtor among other endeavors. Derek serves clients from coast to coast through his virtual model. He works with entrepreneurs, founders, business owners, startup companies...
2022-11-2232 minCRM UnlockedUsing Predictive Life Events Data in Financial Services with Robert KirkIt'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 provide advice don't like to talk about them. But what if there's a way we could identify life events that might negatively impact our finances?In this episode, Sanjeev and Ali talk with Robert Kirk, Founder and CEO at InterGen Data. Robert is a financial services industry executive with over 30 years of experience. Throughout his career, Robert...
2022-11-0941 minCRM UnlockedOnboarding Clients Made Easy with Miles Burns and Patrick MeyerClient 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 and Ali talk with Miles Burns, Senior Business Development Manager in Financial Services, and Patrick Meyer, Director of Wealth Management at DocuSign. DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. In their roles, Miles cultivates strategic partnerships in the financial services ecosystem, while Patrick directs DocuSign's wealth management strategies.M...
2022-10-1836 min
Renegade Thinkers Unite (Marketing)Tuesday Tips: Building a Strong Employee CultureThis is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: JD Dillon of Tigo Energy, Ali McCarthy of Skience, Jamie Walker of Keyfactor, and Chris Willis of Acrolinx. To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you’re a B2B CMO, check out our thriving community: https://cmohuddles.com/
2022-10-0404 min
Renegade Marketers UniteTuesday Tips: Building a Strong Employee CultureThis is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: JD Dillon of Tigo Energy, Ali McCarthy of Skience, Jamie Walker of Keyfactor, and Chris Willis of Acrolinx. To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you're a B2B CMO, check out our thriving community: https://cmohuddles.com/
2022-10-0404 minCRM UnlockedHelping Advisors Embrace Innovation and Digital Transformation with Valarie VestInnovation 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 for financial advisors uncomfortable with change, how can they be best positioned to succeed in the new landscape?In this episode, Ali talks with Valarie Vest, First Vice President of Strategic Planning & Innovation at Cambridge Investment Research. In her role, Valarie is leading innovation and digital transformation to advance the end-to-end experiences of financial advisors and associates. She believes that digital transformation involves technology PLUS. The plus is...
2022-09-2729 min
AdvisorTrends - The 3xEquity Podcast3+ Takeaways From The World's Largest Wealth FestivalAdvisors and industry folks are likely still shaking sand out of their shoes, recovering from 4 days at one of the most unique conferences festivals on the calendar. The FutureProof Wealth Festival drew 3000+ this week to the Huntington Beach boardwalk for panels, palm pressing, and parties.
Couldn’t make it to SoCal? The 3xEquity team was on the ground and here are 3 takeaways:
The RIA Space Is Exploding
The show was heavily RIA-focused, with big hitters like David Canter, the recently installed head of BlueSpring, the Kestra-backed RIA aggregator, noting the significant energy and infl...
2022-09-1604 min
WealthTech on DeckSolving Data and Integration Problems in Financial Services with Kyle Van PeltData is at the heart of every organization, and the ability to effectively collect, store, and analyze data is critical to success. Yet, for many financial firms, data is scattered across different silos, making it difficult to get a comprehensive view of their customers and business operations. While data can only be useful if properly organized and accessible, how can financial services integrate data to power applications, analytics, and decision-making?In this episode, Jack talks with Kyle Van Pelt, Chief Executive Officer at Milemarker. Kyle joined Milemarker through Skience, where he was the Executive Vice President of...
2022-09-1333 minCRM UnlockedIntegrating Technology for Outstanding Client and Advisor Experiences with Hunter FlynnAs 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, and mobile. How can wealth management firms integrate disparate technologies and data to create a seamless, omnichannel experience for clients and advisors?In this episode, Ali and Sanjeev talk with Hunter Flynn, Senior Sales Director at Addepar. In their conversation, Hunter shares his broad insights on how firms utilize their CRMs to create a better wealth experience. Hunter also talks about his three areas of focus when...
2022-09-1328 min
2022-08-2219 minCRM UnlockedBest Practices For Marketing And Client Communication with Johnny SandquistAs 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 speak to the individual. With the advent of big data, businesses can target their marketing efforts to specific demographics. What are the best practices in marketing and communication that build meaningful client connections?In this episode, Ali McCarthy talks with Johnny Sandquist, Founder of Three Crowns Copywriting and Marketing. Johnny has been working with RIA firms and advisor technology since 2009. With a degree in English...
2022-08-0225 min
Digital Marketing Master"Customer Engagement and Compelling Marketing: Storytelling's Power" with Jacob RouserLuis talks with Jacob Rouser, Director of Digital Marketing and Demand Generation at Skience about honing your focus in on storytelling. Jacob also talks about measuring success through having a laser focus on retention.
2022-08-0112 minRenegade Marketers UniteTuesday Tips: Work Smarter, Not Harder: Time Saving Tips for ProductivityThis is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: Heidi Bullock of Tealium, Andrew Hally of Markforged, Patti Newcomer of FieldRoutes, and Ali McCarthy of Skience. To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you're a B2B CMO, check out our thriving community: https://cmohuddles.com/
2022-07-2603 minRenegade Thinkers Unite (Marketing)Tuesday Tips: Work Smarter, Not Harder: Time Saving Tips for ProductivityThis is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: Heidi Bullock of Tealium, Andrew Hally of Markforged, Patti Newcomer of FieldRoutes, and Ali McCarthy of Skience. To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you’re a B2B CMO, check out our thriving community: https://cmohuddles.com/
2022-07-2603 minCRM UnlockedThe Complexity of Wealth Management with Derek BrutonWealth 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 them. In this episode, Marc talks with Derek Bruton, Senior Managing Director at Gladstone Group. In his role, Derek brings a combination of M&A, RIA, RIA custodian, and Broker/Dealer experience to the institutions and advisors he counsels. Derek talks with Marc about what attracted him to join Gladstone, how the firm serves advisors, and why technology can be a...
2022-07-1232 minCRM UnlockedDigital Trends in Wealth Management with April Rudin, Chip Kispert, and Nitin SethDigital 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 t...
2022-06-2844 min
Financial PlanningSeeking a single source of truth with Chris ZuczekThe chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.
2022-06-2232 minCRM UnlockedDigital Transformation Models with Jon FeinsteinThe 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...
2022-06-1428 min
Beyond The OrdinaryModernizing Wealth Management’s Data Infrastructure with Kyle Van PeltThe market is flooded with financial data. Firms are sitting on goldmines of information, yet most are not deriving maximum value from it. To unlock this value, data integration is key. It enables different systems, including those used by advisors and their clients, to communicate with each other. By having all of the data centralized in one place and accessible by all relevant systems, firms are able to gain a holistic view of their clients and their portfolios. Only then can they deliver truly excellent customer experiences.In this episode, Tommy talks with Kyle Van Pelt, CEO...
2022-06-1432 minRenegade Marketers UniteTuesday Tips: Collaboration in a Hybrid WorldThis is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you're a B2B CMO, check out our thriving community: https://cmohuddles.com/ Featuring: Kristin Fornal of IAM Robotics, Ajay Khanna of Explorium, Simon Schaffer-Goldman of Case Paper, Ali McCarthy of Skience, and Deidre Hudson of Payability.
2022-06-0704 minRenegade Thinkers Unite (Marketing)Tuesday Tips: Collaboration in a Hybrid WorldThis is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you’re a B2B CMO, check out our thriving community: https://cmohuddles.com/ Featuring: Kristin Fornal of IAM Robotics, Ajay Khanna of Explorium, Simon Schaffer-Goldman of Case Paper, Ali McCarthy of Skience, and Deidre Hudson of Payability.
2022-06-0704 minCRM UnlockedFinding Solutions Through Simplicity with Katie AndersonAs 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...
2022-05-3130 minCRM UnlockedHumanizing Client Engagement with Adam HoltClients 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 advi...
2022-05-1736 minCRM UnlockedImproving the Human Experience for Clients with Ilan DavidoviciFinTech 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 sam...
2022-05-0330 minCRM UnlockedStrengthening Client Relationships Through Risk Assessment with Chris QuandtThere 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
2022-04-1934 min
Renegade Marketers Unite3 Savvy CMOs Share SaaS Marketing SecretsSaaS is a 145 billion dollar industry that touches almost every aspect of our work lives. Even this podcast is brought to you by SaaS—a collection of 7+ tools to record, publish, and house countless marketing insights. You'd be hard-pressed to find a successful software product right now that isn't either fully SaaS or migrating to it. There are 35,000 SaaS products from over 15,000 companies competing in over 740 vertical markets, which means there's a noteworthy number of CMOs out there navigating a competitive market with massive growth potential. To help us understand what makes SaaS marketing such a...
2022-04-0843 minRenegade Thinkers Unite (Marketing)287: 3 Savvy CMOs Share SaaS Marketing SecretsSaaS is a 145 billion dollar industry that touches almost every aspect of our work lives. Even this podcast is brought to you by SaaS—a collection of 7+ tools to record, publish, and house countless marketing insights. You’d be hard-pressed to find a successful software product right now that isn’t either fully SaaS or migrating to it. There are 35,000 SaaS products from over 15,000 companies competing in over 740 vertical markets, which means there’s a noteworthy number of CMOs out there navigating a competitive market with massive growth potential. To help us understand what makes SaaS marketing such a distinct challeng...
2022-04-0843 minCRM UnlockedThe Blueprint for Successful CRM Implementation with Greg StarrCRM 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 for another. What are some of the factors that need to be considered when implementing CRM?In today’s episode Ali and Sanjeev talk with Greg Starr, Senior Vice President of Salesforce Services at Skience, an industry-leading wealth management platform that streamlines and automates time-consuming, error-prone business processes.As a management and technology consultant for most of hi...
2022-04-0527 minCRM UnlockedUsing CRM to Centralize Business Operations with Ernest LacroixCRMs 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 tool for achieving business objectives.In today’s episode, Paige talks with Ernest Lacroix, Senior Manager of F2 Strategy, a management consulting firm that provides boutique consulting services globally to support existing technology teams within the wealth management, family office, and RIA space.In his role with F2 Strategy’s OCTO team, Ernest focuses on delivering outsourced CTO services to clie...
2022-03-1526 min
The Advisor Lab by CIONSurvival of the Fittest? What Wealth Managers Can Do to Survive Over the Next DecadeIn this episode, we sit down with Marc Butler, President and COO of Skience, a wealth management consulting and technology platform that focuses on helping advisors automate and operate tasks within their practice. Marc and I dive into the role of leadership and what it will take for advisors to lead over the next several years. Marc shares his 3-point framework on how advisors can lead your teams in the future. To learn more about Skience, visit: https://skience.com/
2022-03-0237 minCRM UnlockedCentralizing Data Management For Advisors with Brian McLaughlinCRM 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. Since managing data can be challenging, especially when it is spread across multiple systems and silos, how can businesses make sure their CRM implementation is a success?In this episode, Sanjeev and Paige talk with Brian McLaughlin, CEO and CTO of Redtail, a leader in web-based CRM solutions for financial advisors.Brian McLaughlin believed from the beginning that their CRM solution could satisfy an...
2022-03-0136 min
The Conquer Risk PodcastIndustry Gossip (E12)New year, new gossip. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.· Goldman Sachs backtracks on return-to-office· WisdomTree and Ritholtz partner to launch crypto index· Advisers find shelter from vaccine mandates at Christian RIA· Facet Wealth secures $100 million in Series C funding· Skience and Incedo bring RIAs “one-stop-shop" wealth management solutionWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make s...
2022-01-2107 minCRM UnlockedThe Evolution of Financial Technology with George BaumgartenIn 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....
2022-01-1129 minCRM UnlockedThe Key to Successful CRM Implementation with Mark NahlovskyCRM 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 talk with Mark Nahlovsky, Vice President of Technology Solutions at ActiFi, about the importance of CRM, not only as a way of storing data, but as an operating platform for wealth management businesses.Key Takeaways
[05:09] - Why CRM is the operating platform for your wealth management business.
[09:33] - The evolution of A...
2022-01-0437 min
Perfectly Integrated25. The Definition Of Innovation With Marc ButlerThey say imitation is the greatest form of flattery. But sometimes you need to try the road less traveled for great innovation.
In this episode, Matt Ackermann is joined by the President & Chief Operating Officer of Skience, Marc Butler. Marc reveals the big I and the little I of innovation, how your team contributes small I’s to create bigger innovation, and the role of technology in innovation. He discusses some of the trends he has noticed with technology and wealth management and how current changes will impact the future.
Marc Butler discusses:
What is...
2021-12-2925 minCRM UnlockedPredictive Analytics in CRM with Leslie PageIn 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 Siebel, and then did proposal writing for Oracle. Leslie has witnessed how CRM has evolved and how it has made a huge difference in organizations.Leslie talks with Paige and Sanjeev about the No. 1 killer of tech adoption, the impact of CRM and other tools in firms, and the future of CRM and predictive analytics.[27:20...
2021-12-1436 minCRM UnlockedEnabling Digital Transformation Through CRM with Michelle FeinsteinIn 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 wealth and asset management at Salesforce. Her 25 years of experience in product strategy, client consulting, business development and wealth management helped position her as an influential and applauded leader not just in Salesforce, but the industry as a whole.In 2019, she was recognized as one of 16 Top Women in WealthTech, and the Consultant of the Year by Think Advisor and Waters Magazine, respectively.
2021-12-0734 minCRM UnlockedGenerating Sophisticated Insights and Insurance-Focused Solutions with Chin MaIn our inaugural episode, hosts Paige Johnson and Sanjeev Kumar talk with Chin Ma, President and Founder of CHRP, an AI-backed home and insurance solutions company.Chin's financial career has centered on life insurance, commercial insurance, and sales transformation. This year, he began a new career journey to grow his newly-formed insurtech company. With the expertise on CRM and sales transformation he honed in his time with Deloitte, Chin wants to bring more value to home insurance companies with his new take on old tech.Chin talks with Paige and Sanjeev about the adoption of...
2021-11-3042 minCRM UnlockedIntroducing: CRM Unlocked!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...
2021-11-1002 minWealthies CircleDigital Transitions with Skience’s Marc ButlerIn this episode, David Armstrong is joined by Marc Butler, COO and president of Skience, to talk about the directions the firm has taken since he was appointed in August of 2020—in the midst of the pandemic. Skience, a digital-first client onboarding platform, was recognized in the 2021 Wealthmanagement.com Industry Awards in the technology providers … Continue reading Digital Transitions with Skience’s Marc Butler →
2021-10-1931 min
Can You Hold My Attention? The Derek Bruton PodcastEpisode #9: Marc Butler, President & COO of SkienceMarc Butler is the President & COO of the blazing hot fintech company called Skience. Like many in our industry, Marc's illustrious career traveled through the RIA custodian vertical. It's with this perspective that he shares why the wealth management industry is at the next true stage of digital transformation. Why are advisors not adopting technology solutions at a faster pace? What role will the custodians play in reshaping the RIA technology stack? And can financial advisors reinvent how they manage client relationships? All this and more on this episode of "Can You Hold My Attention?"
2021-04-1342 min
The CEOpeek ShowLeverage Partnerships Within the Ecosystem - Sanjeev Kumar, CEO, SkienceIn this fascinating interview, Sanjeev Kumar, the CEO of Skience, a digital transformation platform for broker-dealers and Registered Investment Advisors that provides wealth managers with an efficient way to unify their technology and increase their productivity, shares the lessons he has learned growing the company to 200 employees strong.Some of Sanjeev's insights: Reinvent yourself to stay relevant.Choose partners based on the ecosystem they have created.Working unconventionally during the pandemic.Leveraging technology in innovative ways. Looking at how behavior is changing in the target market.
2020-11-1618 min