Fintech Impact

Jason talks to Jennifer Thomas, Director of Business development for XLR8. It is a well-known financial advisor CRM tool that is built over top of the Salesforce Platform. XLR8 is an overlay or custom version of Salesforce. Jennifer explains that they use all the power and strength and a wonderful thing that Salesforce offers, and then they came out-of-the-box with a fully customized version specific to the finance sector. Episode Highlights:01:19: Jennifer talks about the history of XLR8. How did it come to be and how does it evolve?03.20: Within XLR8 what we are doing is providing the out-of-the-box solution that is able to be and still intended to be sort of further customized, says Jennifer. 07:17: Jennifer explains how they are a little bit different in the Salesforce space and that they are not a transactional relationship. They don't just sell you licenses and then sort of move on.08:43: Jennifer explains how keep updating the system as per process and industry changes.10:17: Jennifer shares