Episode 12: Don't Call It a CRM
October 8, 2025
52 mins
In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges of data management, and the value of their podcast as a platform for discussion.
Summary
In Episode 12 of Zero Basis Points, Haik Sahakyan and George Guidotti question whether the traditional CRM still fits how advisors actually work today. They walk through how CRM has expanded far beyond basic contact management and why gaps in data, PDFs, and disconnected workflows still create friction across firms. They also dig into the rise of AI tools like note-takers, how they plug into existing systems, and how AI is starting to reshape advisor workflows more broadly. The episode offers a clear, practical look at what advisor technology needs next — and why simply “fixing the CRM” isn’t enough.
Key Topics Covered
- How CRM grew from basic contact tracking into something much bigger
- Why advisors still run into gaps between CRM data and real workflows
- The ongoing pain of PDFs and forms — and why they slow everything down
- How AI tools like note-takers are starting to shape advisor processes
- Why fixing CRM isn’t enough — firms need cleaner data flows and better integration
- What the next generation of advisor technology should focus on
Timecode
00:00 Welcome and Espresso Cheers
01:07 Fitness Journey and Transformation
06:32 Importance of Consistency in Fitness
07:19 Diving into CRM Discussion
08:28 Evolution of CRM in Wealth Management
14:25 Wealth Relationship Management vs. CRM
20:29 Gaps in Traditional CRM Systems
25:24 Future of CRM and Data Integration
30:22 Innovating in the Wealth Management Space
31:50 Looking Ahead to Future Guests
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
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Featured episodes
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Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 12: Don't Call It a CRM
October 8, 2025
52 mins
In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges of data management, and the value of their podcast as a platform for discussion.
Summary
In Episode 12 of Zero Basis Points, Haik Sahakyan and George Guidotti question whether the traditional CRM still fits how advisors actually work today. They walk through how CRM has expanded far beyond basic contact management and why gaps in data, PDFs, and disconnected workflows still create friction across firms. They also dig into the rise of AI tools like note-takers, how they plug into existing systems, and how AI is starting to reshape advisor workflows more broadly. The episode offers a clear, practical look at what advisor technology needs next — and why simply “fixing the CRM” isn’t enough.
Key Topics Covered
- How CRM grew from basic contact tracking into something much bigger
- Why advisors still run into gaps between CRM data and real workflows
- The ongoing pain of PDFs and forms — and why they slow everything down
- How AI tools like note-takers are starting to shape advisor processes
- Why fixing CRM isn’t enough — firms need cleaner data flows and better integration
- What the next generation of advisor technology should focus on
Timecode
00:00 Welcome and Espresso Cheers
01:07 Fitness Journey and Transformation
06:32 Importance of Consistency in Fitness
07:19 Diving into CRM Discussion
08:28 Evolution of CRM in Wealth Management
14:25 Wealth Relationship Management vs. CRM
20:29 Gaps in Traditional CRM Systems
25:24 Future of CRM and Data Integration
30:22 Innovating in the Wealth Management Space
31:50 Looking Ahead to Future Guests
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 12: Don't Call It a CRM
October 8, 2025
52 mins
In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges of data management, and the value of their podcast as a platform for discussion.
Summary
In Episode 12 of Zero Basis Points, Haik Sahakyan and George Guidotti question whether the traditional CRM still fits how advisors actually work today. They walk through how CRM has expanded far beyond basic contact management and why gaps in data, PDFs, and disconnected workflows still create friction across firms. They also dig into the rise of AI tools like note-takers, how they plug into existing systems, and how AI is starting to reshape advisor workflows more broadly. The episode offers a clear, practical look at what advisor technology needs next — and why simply “fixing the CRM” isn’t enough.
Key Topics Covered
- How CRM grew from basic contact tracking into something much bigger
- Why advisors still run into gaps between CRM data and real workflows
- The ongoing pain of PDFs and forms — and why they slow everything down
- How AI tools like note-takers are starting to shape advisor processes
- Why fixing CRM isn’t enough — firms need cleaner data flows and better integration
- What the next generation of advisor technology should focus on
Timecode
00:00 Welcome and Espresso Cheers
01:07 Fitness Journey and Transformation
06:32 Importance of Consistency in Fitness
07:19 Diving into CRM Discussion
08:28 Evolution of CRM in Wealth Management
14:25 Wealth Relationship Management vs. CRM
20:29 Gaps in Traditional CRM Systems
25:24 Future of CRM and Data Integration
30:22 Innovating in the Wealth Management Space
31:50 Looking Ahead to Future Guests
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 12: Don't Call It a CRM
October 8, 2025
36 mins
Episode 12 of Zero Basis Points dives into one of wealth management’s biggest conversations — the evolution of the CRM. Haik Sahakyan and George Guidotti unpack how traditional CRM is evolving into Wealth Relationship Management (WRM), discuss the challenges of data integration, the rise of AI note-takers, and how AI is reshaping the advisor workflow.
Summary
In Episode 12 of Zero Basis Points, Haik Sahakyan and George Guidotti question whether the traditional CRM still fits how advisors actually work today. They walk through how CRM has expanded far beyond basic contact management and why gaps in data, PDFs, and disconnected workflows still create friction across firms. They also dig into the rise of AI tools like note-takers, how they plug into existing systems, and how AI is starting to reshape advisor workflows more broadly. The episode offers a clear, practical look at what advisor technology needs next — and why simply “fixing the CRM” isn’t enough.
Key Topics Covered
- How CRM grew from basic contact tracking into something much bigger
- Why advisors still run into gaps between CRM data and real workflows
- The ongoing pain of PDFs and forms — and why they slow everything down
- How AI tools like note-takers are starting to shape advisor processes
- Why fixing CRM isn’t enough — firms need cleaner data flows and better integration
- What the next generation of advisor technology should focus on
Timecode
00:00 Welcome and Espresso Cheers
01:07 Fitness Journey and Transformation
06:32 Importance of Consistency in Fitness
07:19 Diving into CRM Discussion
08:28 Evolution of CRM in Wealth Management
14:25 Wealth Relationship Management vs. CRM
20:29 Gaps in Traditional CRM Systems
25:24 Future of CRM and Data Integration
30:22 Innovating in the Wealth Management Space
31:50 Looking Ahead to Future Guests
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.