Episode 12: Don't Call it a CRM

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Zero Basis Points

13 episodes

17 hours ago

Zero Basis Points is a no-BS fintech and wealth management podcast hosted by Haik Sahakyan and George Guidotti. We cut through the noise to discuss the real challenges and opportunities in wealth management—without the fluff.

Investing

Business

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Investing

Business

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Episode 12: Don't Call it a CRM

Zero Basis Points

35 minutes 49 seconds

3 weeks ago

Episode 12: Don't Call it a CRM

Episode 12 of Zero Basis Points dives into one of wealth management’s biggest conversations — the evolution of the CRM. Haik Sahakyan and George Guidotti unpack how traditional CRM is evolving into Wealth Relationship Management (WRM), discuss the challenges of data integration, the rise of AI note-takers, and how AI is reshaping the advisor workflow.