Modernizing the Client and Advisor Experience with Colleen Bell

This week, Jack Sharry talks with Colleen Bell, President of Innovation and Experience at Cambridge Investment Research. Colleen is also a member of the Office of the CEO, the Board of Directors, and the Executive Council, and a part of Cambridge's Executive Administration team. She focuses on driving associate engagement and financial professional satisfaction while advancing and discovering new ways to meet ongoing client needs.

Colleen shares how she transforms client and advisor experiences by eliminating friction, digitizing legacy processes, and designing products that meet the increasingly complex needs of today's investors. From AI-powered solutions to driving paperless processes, Colleen walks us through the behind-the-scenes work that powers innovation at scale and how Cambridge is rethinking service models, collaborating across custodians, and pulling together fragmented account data.

In this episode:

(00:00) - Intro

(01:52) - Colleen's role at Cambridge Investment Research

(03:36) - Pain points advisors face around customer experience

(06:08) - Cambridge's technology solutions for advisors

(07:22) - Cambridge's "Paper Not Alive in '25"

(11:17)