Month: July 2024
The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

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When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that no skill is as important as agility: the ability to assess the needs of your organization at a particular moment, and to change your tools and tactics over time to satisfy advisors and their clients.

In this special episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Michelle Feinstein GM/VP Global Financial Services Solutions & Strategy Salesforce, about the findings from the 2024 CTO Think Tank that was hosted at Wealth Management EDGE.

Shannon and Michelle also discuss:

  • The importance of a data governance strategy
  • Where firms are leveraging AI and unlocking the power of data
  • Operational efficiency of client portals
  • Why firms are prioritizing middle office scalability and productivity tools

Connect with Shannon Rosic:

Connect with Michelle Feinstein:

About Our Guest:

Michelle Feinstein is general manager and vice president, Global Wealth & Asset Management Solutions & Strategy for Salesforce Industries. Her expertise is in digital transformation for wealth management. This process of digitization is complex, it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.

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The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning

The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning

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It’s no secret that the healthcare and financial services industries are incredibly complicated and often don’t easily talk to one another. In fact, medical bills are reported to be the number-one cause of U.S. bankruptcies. Healthcare costs represent a significant portion of an individual’s or family’s financial landscape, especially as they age. Ignoring this critical component can lead to unforeseen financial burdens, which may disrupt even the most meticulously crafted financial plans. By proactively addressing healthcare costs, advisors can help clients better anticipate and manage these expenses, thereby ensuring a more secure and predictable financial future.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Christine Simone, CEO of Caribou, about why healthcare planning can differentiate financial advisors in a competitive market.

Shannon and Christine also discuss:

  • Common challenges when it comes to healthcare planning
  • Tangible benefits for advisors and their clients 
  • How integration of healthcare planning enhances the personalization of financial advice
  • How AI is changing the healthcare industry 

Connect with Shannon Rosic:

Connect with Christine Simone:

About Our Guest:

Christine co-founded Caribou in 2020, where she serves as the CEO and plays a central role in developing and offering their healthcare planning software. Prior to that, she worked at CoHealth (formerly Dash MD) from 2019 to 2020 as the Manager of Client Success and Implementation. At CoHealth, she oversaw the successful implementation of their mobile platform within healthcare systems and acted as a liaison for communication with partners. From 2017 to 2019, Christine worked at eSight Eyewear as a Special Project Coordinator and Vision Advocate, where she was responsible for growing the business in a designated territory and evaluating client eye conditions. Christine’s earlier work experience includes a role as a Researcher at Vancouver Coastal Health, where she gained valuable skills and knowledge in behavioral neuroscience and conducted research on potential novel therapeutics.

Christine holds a Bachelor of Science (BSc) degree in Biology from The University of British Columbia.

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