Fintech Impact

In this episode, host Jason Pereira talks to Scott Plaskett. As a financial planner, he is in the business since 1993. As a financial planner, he was looking for systems and technologies that would support the need to run the practice.  Episode Highlights:01.08: Scott shares how he realized there is the ability to create processes and workflow within the systems.01.39: After facing several crashes in the system, Scott was told to put a system in place that is running on its own server. 02.16: Scott gives a piece of insightful information that his firm was one of the first firms to embrace cloud-based technology.02:30: Scott took the help of salesforce.com, which is the apple of all programs. 03:49: Jason shares his preference for salesforce and how people often think it is a CRM platform with giant data on top. It is almost like AWS of CRM.04:35: Jason is curious to know “What does Genie deliver to an advisor who is looking to automate their process better?”04:45: Scott talks about the fou