Tag: Continuous Improvement
The Future of Wealth Management: What’s Next in Tech & Finance with Michelle Feinstein (Ep. 9)

The Future of Wealth Management: What’s Next in Tech & Finance with Michelle Feinstein (Ep. 9)

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The wealth management industry is at a crossroads, and those who fail to adapt will get left behind.

In this episode, Chip Kispert welcomes back Michelle Feinstein, General Manager of Financial Services at Salesforce. With three decades of experience across Pershing, BNY Mellon, and Salesforce, Michelle offers an insider’s look at how firms can modernize, scale, and lead through disruption.

Together, they explore what it means to move from “builder” to “steward,” why AI and data strategy now define success, and how to break down silos between technology and talent.

What to expect:

  • How firms can unify people, process, and technology to scale smarter
  • The game-changing impact of AI, data, and MCP integration
  • Why firms must choose strategic partners over endless integrations
  • Practical ways to embrace innovation without losing human touch
  • And so much more!

Resources:

Connect with Chip Kispert

Connect with Michelle Feinstein:

About Our Guest:

Michelle Feinstein is general manager and vice president, Global Wealth and Asset Management Solutions and Strategy for Salesforce Industries. Her expertise is in digital transformation for wealth management. This process of digitization is complex; it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.

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Bringing AI Safely into Finance with Geoff Moore (Ep. 7)

Bringing AI Safely into Finance with Geoff Moore (Ep. 7)

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Artificial intelligence is shaking up wealth management, but how do you separate hype from what’s actually useful? 

In this episode, Chip Kispert sits down with Geoff Moore, Chief Information Officer at ValMark Securities, to talk about how his firm is weaving AI into real processes without losing sight of what matters most: people. 

From early wins with AI-powered document extraction to advisors reclaiming hours of family time and personal time thanks to AI note-taking tools, Geoff shares both the breakthroughs and the challenges of moving from proof of concept to production.

What to expect:

  • Early wins and cautionary lessons with AI adoption
  • How Compliance leaders can embrace, not fear, new tech
  • Why context management is the next big frontier
  • Real stories of efficiency translating into quality of life
  • And more!

Resources:

Connect with Chip Kispert

Connect with Geoff Moore:

About Our Guests:

Geoff Moore is the Chief Information Officer at Valmark Financial Group, where he leads technology strategy and innovation across the firm’s RIA, insurance, and broker-dealer businesses. With a focus on practical, people-first AI adoption, Geoff has guided Valmark through early wins in automation and data management, earning recognition as Box.com’s Small Business AI Disruptor Award winner. He serves on the CIO Inspire Chapter Board in Northeast Ohio and shares his insights as a panelist at industry events like the Advise AI Conference. Geoff is passionate about using technology to enhance both efficiency and advisor quality of life, helping professionals spend less time on manual work and more time with clients and family.

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