Tag: Data Strategy
The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

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Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business. As growth pressures mount, advisor demographics shift and AI-driven tools flood the market, the firms that win will be those that treat their CRM as a true engagement and orchestration layer for advisors, clients and operations, not just a system of record.

In this episode of the WealthStack Podcast, Shannon Rosic sits down with Michelle Feinstein, former general manager of Salesforce, to unpack how leading firms are reimagining their data strategy and piloting AI agents to drive advisor productivity, deeper client engagement and real organic growth.

Key takeaways:

  • How CRM has evolved into a unified layer for data, workflow and AI
  • What Salesforce is building with Financial Services Cloud for advisors and planning integrations
  • Which AI use cases are actually delivering productivity gains
  • Where firms get stuck on data, governance, talent and culture
  • What high-growth firms do differently with tech, AI and client engagement

Resources:

Connect with Shannon Rosic:

Connect with Michelle Feinstein: 

About Our Guest:

Michelle Feinstein is the former general manager of Salesforce. 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: Why Consistency Is the New Scalability with JP Pattinson

The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson

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Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize from the inside out, and where infrastructure, integration and culture work together to deliver scalable, human-centric advice.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with JP Pattinson, chief information and digital officer at MAI Capital Management, to unpack how leading RIAs are transforming their tech foundations to prepare for what’s next. Drawing on his unique journey from advisor to technologist, JP shares how he’s bridging innovation and practicality. 

Key takeaways:

  • How MAI Capital is using Salesforce Financial Services Cloud as its digital foundation
  • Why “consistency is the new scalability” for enterprise RIAs
  • The growing importance of cybersecurity and centralized vendor management programs
  • How to align tech adoption with advisor experience 
  • How to balance short-term tech demands with long-term vision

Resources:

Connect with Shannon Rosic:

Connect with JP Pattinson:

About Our Guest:

JP Pattinson is the Chief Information and Digital Officer at MAI Capital Management, where he leads the firm’s digital and technology strategy, overseeing network infrastructure, management information systems, applications, and both client and advisor digital experiences. He joined MAI in 2024 after an extensive career at Merit Financial Advisors, where he served in multiple roles, including client service, relationship management, and 12 years as a wealth advisor before becoming Vice President of Technology. Outside of work, JP is actively involved with the Remember the Fallen charity and enjoys traveling and spending time with his family. He holds a Bachelor’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Financial Services from the University of North Texas.

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