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Change Agent CTO Podcast Episode 22: Baird Vice President, Senior Technology Product Manager John Zielinski
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المحتوى المقدم من Change Agent CTO Podcast. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Change Agent CTO Podcast أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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.
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