Episode description

On this episode of the Change Agent CTO Podcast, Nathan sits down in person with Vice President, Senior Technology Product Manager of Baird 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 enabling sales opportunities. From relationship building to comprehensive wealth management tools, CRM provides a way to keep track of the business as well as the Standard of Care to better understand clients and their specific needs.