Thursday Email - Sarah Woodward

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Sarah Woodward’s Strategic Approach to AI and Automation

Tune into the latest episode of Bridging the Gap featuring Sarah Woodward, a guru in the AI and automation world. We jump right into the transformative potential of AI, the power of incremental innovation, and actionable strategies for integrating AI into your workflow effectively. Don’t miss out on these valuable insights from Sarah!

Jump to this:

[14:48] The importance of data depends on specific goals. For analyzing customer behavior history and buying decisions, excellent CRM and account management data are crucial. On the other hand, for operationalizing tasks like content, the need for extensive data is less critical, unless automating outreach. Overall, identifying the goal and necessary data is key.

[39:04] Effective business strategy evolves from top leadership mindset. Anticipate diverse transitions in the industry.

The best is ahead!

-Matt