5 High Impact Actions for your CRM

Osaic's Manager of Technology Solutions Consultant Mark Matheny sits down with the CMO from Catchlight AI Daniel Gilmartin and talks about the fast-growing application of artificial intelligence in today's fintech world.  Hear them talk about organc growth challenge, building and maintaining relationships, and how to deliver more personalized content leveraging ai.  Daniel and Mark talk about what AI should be doing and what it should not be doing for your practice.  Learn the Source, Qualify and Engage method.  Also hear about time, talent and technology.

Artificial intelligence (AI) has powerful capabilities that can enhance your practice when leveraged properly. Technology solutions expert Mark Matheny from Osaic talks about how AI can add clarity to your practice when related to estate planning. Listen as Mark discusses how to use AI to strengthen ongoing relationships, the available planning tools and more.

Technology Solutions Consultant Aida Dillman describes the power of Carefull - a financial monitoring agent that helps protect your loved ones. Aida talks about account tracking, the ability to share monitoring and bill payments. Listen to real-life scenarios that will help you see the value of this protection service.

Osaic's Eric Baumgardner visits with FINNY Co-Founder Eden Ovadia as they discuss the incredible power of FINNY. Listen as they talk about organic growth strategy, contact enrichment, content creation and approvals. See how you can grab additional info from current clients.  Visit finny.com/osaic to learn more.

Technology Solutions Consultant Aida Dillman with Osaic shares the top 5 things you can do with your CRM to start out the new year in the right direction.  Aida discusses cleanup, security settings, goal evolution and automation. 

Listen as Technology Solutions Consultant Eric Baumgardner talks about the hardware requirements that will keep you moving into 2026.  Eric discusses several topics that will help you and your financial practice. Topics include VPN, Windows, MacOS, desktops versus laptops, docking stations, memory and even AI tools.

Technology Solutions Consultant Aida Dillman from Osaic talks about the powerful tool ClickUp.  Hear about how this productivity management tool can help improve your task workflows, integrations and marketing campaigns.  Aida talks through some real-life scenarios that can be helpful in your own financial practice.

The impact of artificial intelligence in the finance industry continues to pick up speed.  Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summaries, suggesting workflows, and forming opportunities using the new tool.    For more information, contact Wealthbox directly at [email protected]. 

Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also about using technology to enable your clients to engage and collaborate.

Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP.  What is the technology and why should you convert your office to it?  Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.