Thursday Email: Top Episode - Kate G.

August 01, 2024

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.

Mastering CRM Implementation in the Financial Industry with Kate Guillen

In our top episode of 2024, I interview Kate Guillen, an expert in operations and technology within the financial industry. Kate shares her journey and offers valuable insights on revolutionizing CRM usage through organized data, client segmentation, and workflow optimization. Tune in to discover how these strategies can transform operational efficiency and enhance client service.

Jump to this:

[09:15] CRM implementation requires organizing trustworthy data for adoption. Understanding database organization crucial for effective client management.


[22:42] Firms segment clients based on value to allocate resources effectively and ensure the highest value clients receive personalized attention. They establish scalable processes to maintain quality service across client segments, aiming for a "Ritz Carlton experience" while managing resources efficiently.

The best is ahead!

-Matt