A powerful CRM is crucial for financial advisors if they ultimately want to grow their business. As firms gain access to more and more data, the CRM has become the centralized hub to capture, organize and manage data through the entire client lifecycle. With more information available than ever before, advisors can use this technology to continuously enhance the client experience. 

 

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Craig Ramsey, COO of AdvisorEngine, about why having up-to-date allows for better and faster decision making. 

 

Shannon and Craig discuss:

• Why firms need to invest in talent around handling data
• Grading the average RIA around how they’re using technology to drive value
• The core components of the the ‘platform mentality’ 
• Why he helped launch Action! magazine

 

Connect with Shannon Rosic:

• Shannon Rosic
• WealthStack website
• WealthManagement.com

 

Connect with Craig Ramsey:

• Craig Ramsey
• AdvisorEngine

 

About Our Guest:

Craig is a business builder with a background in corporate strategy, investment banking and consulting. He joined AdvisorEngine from WisdomTree where he led strategy, helped establish an international presence and pushed the company beyond ETFs into technology solutions. Craig has prior experience at Bank of America Merrill Lynch, Accenture and UBS.

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The role of the CTO has morphed into a complex, evolving set of responsibilities. Historically, technology was seen as an expense to reduce, but as firms redefine themselves in this digital era, we’re seeing the technology strategy become intertwined with business strategy. Yet, very few RIAs have a CTO. As technology and data become central to the value companies offer their customers, spearheading transformational change is increasingly a top priority for CTOs. But, how should they prioritize and manage it all? 

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Vib Arya, COO/CTO of Shufro Rose, about the constantly changing role of the CTO and how to stay ahead of the technology curve.

Shannon and Vib discuss:

• Tips that can help RIAs evolve their practice with technology
• The biggest concerns that keep CTOs up at night
• How to create a company culture that embraces technology
• How technology can help deepen the client/advisor relationship

Connect with Shannon Rosic:

• Shannon Rosic
• WealthStack website
• WealthManagement.com

Connect with Via Arya:

• Vib Arya
• Shufro Rose 

About Our Guest:

Vib is Shufro Rose’s Chief Operating Officer and previously served as the firm’s Head of Operations and Information Technology. Vib has spent over 25 years within the investment management industry, having held increasing levels of responsibility for technology and operations management, project management, strategy & transformational change, and business administration.

Vib received his B.A. in Computer Science from New York University’s College of Art & Sciences and his M.B.A. with concentrations in Finance and Organizational Management from New York University’s Leonard N. Stern School of Business.

Vib is frequently requested to participate as a thought leader on operations, technology, and practice management topics for industry conferences and periodicals. Vib is currently on the Advisory Board for the 2023 TSAM (The Summit of Asset Management) NYC Conference.

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