Episode 9: Snap Into Action

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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 9: Snap Into Action

Zero Basis Points

52 minutes 31 seconds

3 months ago

Episode 9: Snap Into Action

In Episode 9 of Zero Basis Points, George unveils Wealth Snap, a streamlined CRM add-on for Wealthbox built to solve one of the industry’s core challenges—collecting and enriching client data. He and Haik discuss how Wealth Snap addresses key gaps in advisor tech, why the best innovations often start small, and why saving time alone isn’t enough—great software should empower and inspire advisors.