Solving Tech Fatigue in Wealth Management: Building Smarter Systems and Better Experiences

The explosion of wealth tech tools has left many advisory firms buried under layers of disconnected systems, and the resulting tech fatigue is real.

In this episode, Chip Kispert sits down with Mike Overdorf, President of The Sycamore Company, to discuss how firms can regain control over their data and tech stacks. From legacy system challenges to the next evolution in AI-powered reporting, Mike shares what firms need to know to stay competitive and deliver better advisor and client experiences.

What to expect in this episode:

Why data silos and legacy systems are holding wealth firms back and how to fix them
How to build a data-first foundation before adding new tools
Real-world examples of where firms gain traction (comp, reporting, and account opening)
A look at how AI may change advisor technology over the next 3 years

If technology frustration is keeping you up at night or if you're ready to build a more responsive and integrated tech stack, this conversation is for you.

CConnect with Chip Kispert

Beacon Strategies, LLC https://www.beaconstrategiesllc.com/
LinkedIn: Beacon Strategies   / beacon-strategies-llc  
LinkedIn: Chip Kispert   / chip-kispert-3573274  

Connect with Mike Overdorf:

Sycamore Company https://www.sycamorecompany.com
LinkedIn: Mike Overdorf   / mikeoverdorf  

About Our Guest:

Mike Overdorf is the President of The Sycamore Company, dedicated to providing a best practices solutions philosophy to the financial services industry. They are committed to the current Web technology environment using “cloud computing” to offer clients on-demand, integrated, state of the art software applications. The Sycamore product line has been designed as an easy to use application that can manage the day to day needs of both the front and back offices of Broker Dealers, OSJs, RIAs or the Independent Advisor.