Episode 12: Don't Call it a CRM - Zero Basis Points

What this episode covers

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-takers, and how AI is reshaping the advisor workflow.

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Frequently Asked Questions

How long is this episode of Zero Basis Points?

This episode is 35 minutes long.

When was this Zero Basis Points episode published?

This episode was published on October 8, 2025.

What is this episode about?

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...

Can I download this Zero Basis Points episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.