In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Sue Cheema, Chief Information Officer at Elite Consulting Partners. Sue is know of a Jedi Master of the CRM. Sue shares her years of experience in working with Advisors to optimize important application. Together they discuss:
- Common Technology Issues and Mistakes Firms Make
- CRM Data Management
- The 7 Keys Pillars to a CRM
- How AI is impacting the advisor tech stack
- How Advisors can use technology to better communicate with their clients
- CRM Tech Trends
- Three Questions That Have Nothing to Do with WealthTech (or CRMs)
🎥 Watch on YouTube: https://youtu.be/thBIWPdwUSA
About Sue Cheema:
Sue Cheema is an information technology and Salesforce expert, specializing in creating scalable strategies for CRM solutions implementation that amplifies enterprise productivity. With her 15+ years in the industry there are not many problems she has not solved for her clients; she is passionate about finding platform commonalities to enhance efficiencies and create an ecosystem for her clients.
About Elite Consulting Partners:
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.
About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.
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