In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegra and Hivrs. They explore how financial advice firms can shift from clunky tech stacks to streamlined process-driven systems, the power of Salesforce as a source of truth, and the realistic role of AI in advice delivery.
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SHOW NOTES
Topics Discussed
- From Tech Stack to Process Spine
- Why Salesforce Became the Foundation
- Live SOAs and the Future of Advice Meetings
- AI in Advice: What’s Real and What’s Not
- Embedding Compliance into Process
- Driving Change Through Workflow and Reporting
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser Website here: