In this episode, Felipe shares how his AI-powered tool seamlessly integrates with CRMs to capture, analyze, and leverage real customer conversations. From recording interactions to providing actionable insights, Felipe explains how advisors and sales teams can boost productivity, strengthen client relationships, and make data-driven decisions—all without disrupting their workflow. We also talk about the challenges of working with less-than-perfect internet, the humor in everyday names, and the exciting possibilities of AI in customer engagement.
