TENTANG EPISODE INI
Episode 18 of Zero Basis Points, explores the shift from hype to reality — from talking about AI to making it work. The discussion explores why execution matters more than interfaces, why generic AI tools struggle in complex environments, and how real operational impact is quietly being delivered by AI behind the scenes.
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Amerika Serikat
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Zero Basis Points.
EPISODE LAIN DALAM PODCAST INI
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In Episode 15 of Zero Basis Points, Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech. They talk about how it has evolved, why legacy stack and workflows still hold firms back, and what changes w…
Haik Sahakyan and George Guidotti return for Episode 11 of Zero Basis Points. Haik shares insights from the Cambridge Ignite conference, while George brings perspective from RIA conversations and industry momentum. Together, they explore how AI is reshaping workflows, why adoption starts with the u…
Episode 12 of Zero Basis Points dives into one of wealth management’s biggest conversations — the evolution of the CRM. Haik Sahakyan and George Guidotti unpack how traditional CRM is evolving into Wealth Relationship Management (WRM), discuss the challenges of data integration, the rise of AI note…
Episode 13 of Zero Basis Points brings together Haik Sahakyan, George Guidotti, and our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology. With over 25 years in the industry, Craig is a seasoned product leader wh…
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