Episode 9: Snap Into Action
July 17, 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 9 of Zero Basis Points, George Guidotti introduces Wealth Snap, a CRM add-on for Wealthbox designed to help advisors collect and enrich client data more efficiently. Haik and George walk through the data gaps advisors face today, how the tool handles bulk updates and structured data collection, and why improving data quality remains a major challenge across firms. The episode also touches on the broader theme from their conversations: saving time isn’t enough — effective software should meaningfully improve the advisor experience.
Key Topics Covered
- Why clean, structured data is critical for advisor workflows
- How Wealth Snap helps advisors collect and update client data more efficiently
- The practical gaps that still exist in CRM and advisor tech stacks
- Why saving time isn’t enough — software should improve how advisors work
The difference between AI hype and real, usable AI inside a firm
Timecode
00:00 Intro and what sparked this month’s conversation
00:51 Why Wealth Snap exists and where the idea came from
01:11 Early feedback from advisors and Wealthbox users
02:33 What Wealth Snap actually does for data collection
04:36 Bulk updates, tasks, and real advisor workflows
05:00 Data hydration and why clean data matters for AI
05:44 Pricing, rollout, and the first production release
07:10 Modernizing client interactions with forms and magic links
08:27 Real advisor scenarios and handling missing data
10:00 Where this fits in the broader advisor tech stack
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
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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 9: Snap Into Action
July 17, 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 9 of Zero Basis Points, George Guidotti introduces Wealth Snap, a CRM add-on for Wealthbox designed to help advisors collect and enrich client data more efficiently. Haik and George walk through the data gaps advisors face today, how the tool handles bulk updates and structured data collection, and why improving data quality remains a major challenge across firms. The episode also touches on the broader theme from their conversations: saving time isn’t enough — effective software should meaningfully improve the advisor experience.
Key Topics Covered
- Why clean, structured data is critical for advisor workflows
- How Wealth Snap helps advisors collect and update client data more efficiently
- The practical gaps that still exist in CRM and advisor tech stacks
- Why saving time isn’t enough — software should improve how advisors work
The difference between AI hype and real, usable AI inside a firm
Timecode
00:00 Intro and what sparked this month’s conversation
00:51 Why Wealth Snap exists and where the idea came from
01:11 Early feedback from advisors and Wealthbox users
02:33 What Wealth Snap actually does for data collection
04:36 Bulk updates, tasks, and real advisor workflows
05:00 Data hydration and why clean data matters for AI
05:44 Pricing, rollout, and the first production release
07:10 Modernizing client interactions with forms and magic links
08:27 Real advisor scenarios and handling missing data
10:00 Where this fits in the broader advisor tech stack
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 9: Snap Into Action
July 17, 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 9 of Zero Basis Points, George Guidotti introduces Wealth Snap, a CRM add-on for Wealthbox designed to help advisors collect and enrich client data more efficiently. Haik and George walk through the data gaps advisors face today, how the tool handles bulk updates and structured data collection, and why improving data quality remains a major challenge across firms. The episode also touches on the broader theme from their conversations: saving time isn’t enough — effective software should meaningfully improve the advisor experience.
Key Topics Covered
- Why clean, structured data is critical for advisor workflows
- How Wealth Snap helps advisors collect and update client data more efficiently
- The practical gaps that still exist in CRM and advisor tech stacks
- Why saving time isn’t enough — software should improve how advisors work
The difference between AI hype and real, usable AI inside a firm
Timecode
00:00 Intro and what sparked this month’s conversation
00:51 Why Wealth Snap exists and where the idea came from
01:11 Early feedback from advisors and Wealthbox users
02:33 What Wealth Snap actually does for data collection
04:36 Bulk updates, tasks, and real advisor workflows
05:00 Data hydration and why clean data matters for AI
05:44 Pricing, rollout, and the first production release
07:10 Modernizing client interactions with forms and magic links
08:27 Real advisor scenarios and handling missing data
10:00 Where this fits in the broader advisor tech stack
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 9: Snap Into Action
July 17, 2025
53 mins
In Episode 9 of Zero Basis Points, George unveils Wealth Snap, a streamlined CRM add-on for Wealthbox built to solve one of the industry’s core challenges—collecting and enriching client data. He and Haik discuss how Wealth Snap addresses key gaps in advisor tech, why the best innovations often start small, and why saving time alone isn’t enough—great software should empower and inspire advisors.
Summary
In Episode 9 of Zero Basis Points, George Guidotti introduces Wealth Snap, a CRM add-on for Wealthbox designed to help advisors collect and enrich client data more efficiently. Haik and George walk through the data gaps advisors face today, how the tool handles bulk updates and structured data collection, and why improving data quality remains a major challenge across firms. The episode also touches on the broader theme from their conversations: saving time isn’t enough — effective software should meaningfully improve the advisor experience.
Key Topics Covered
- Why clean, structured data is critical for advisor workflows
- How Wealth Snap helps advisors collect and update client data more efficiently
- The practical gaps that still exist in CRM and advisor tech stacks
- Why saving time isn’t enough — software should improve how advisors work
The difference between AI hype and real, usable AI inside a firm
Timecode
00:00 Intro and what sparked this month’s conversation
00:51 Why Wealth Snap exists and where the idea came from
01:11 Early feedback from advisors and Wealthbox users
02:33 What Wealth Snap actually does for data collection
04:36 Bulk updates, tasks, and real advisor workflows
05:00 Data hydration and why clean data matters for AI
05:44 Pricing, rollout, and the first production release
07:10 Modernizing client interactions with forms and magic links
08:27 Real advisor scenarios and handling missing data
10:00 Where this fits in the broader advisor tech stack
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.