Digital Transformation Models with Jon Feinstein

The digital landscape is constantly transforming the way we do business. Proper implementation doesn’t lose sight of the human touch, whether that means giving clients a more personal experience or giving advisors a better work/life balance. In this episode, Ali and Sanjeev talk with Jon Feinstein, Relationship Manager at Skience. Throughout his career, Jon has had a ringside seat to watch CRM's impact on the industry, the people who work within it, and the clients it serves. Jon talks with Ali and Sanjeev about how to make the digital journey smooth for firms and clients alike, what is at the foundation of a successful implementation, and barriers to success.

Key Takeaways

[02:15] - Why understanding the human element is critical in all industries.

[06:31] - How we can use technology to further our goals as advisors and bring value to those we serve.

[10:50] - What is the foundation of a CRM system.

[12:30] - How organizations can rethink their digital journey.

[15:02] - How to find value not just for the client and the organization but the industry as well.

[19:29] - How a reset can help you rediscover the intentionality of your business.