The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein
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:
- Listen to WealthStack on WealthManagement.com
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
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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