On this episode of the Change Agent CTO Podcast, Nathan sits down in person with Baird Vice President, Senior Technology Product Manager John Zielinski about redefining what wealth management is and how it functions in the tech and financial services world. John talks about the transition between the legacy to modern approach in how financial advisors moved away from the rolodex to an intuitive innovative CRM space to truly analyze and enable sales opportunities. From relationship building to comprehensive wealth management tools, CRM can provide a way to keep track of the business as well as the Standard of Care to better understand clients and their specific needs.
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