))
Change Agent CTO Podcast Episode 22: Baird Vice President, Senior Technology Product Manager John Zielinski
Manage episode 370966424 series 3486039
Innhold levert av Change Agent CTO Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Change Agent CTO Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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.
29 episoder
Del
