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The future of CRMs in the age of AI + are we at peak AI hype?
Автор: AI for Advisors Podcast
Загружено: 2025-09-16
Просмотров: 23
Описание:
In this conversation, Mark Heynen and James Cantwell discuss the current state of AI in wealth management. They explore the challenges of CRMs, the importance of data integration, and the evolving role of note-taking technology. The discussion also touches on the impact of AI on productivity and the need for systems of record to adapt to new technologies. They conclude with thoughts on future guests and the direction of the industry.
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