{"podcast":{"title":"Fintech Impact","slug":"fintech-impact-732879","podcast_index_feed_id":732879,"rss_url":"https://feeds.acast.com/public/shows/5ab6fe42bb6ddf45527e077e","website_url":"https://fintechimpact.co/","image_url":"https://assets.pippa.io/shows/5ab6fe42bb6ddf45527e077e/1546389387752-ab7fb8454c2747f3feba00e9d3e8a2bd.jpeg","author":"The Fintech Impact Podcast","episode_count":436,"summary":"Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-21T22:20:29.570234+00:00","page_url":"https://stenobird.com/podcast/fintech-impact-732879"},"episode":{"title":"AdvisorCRM with Ryan Borer | E419","slug":"advisorcrm-with-ryan-borer-e419","published_at":"2026-03-17T10:00:00+00:00","page_url":"https://stenobird.com/podcast/fintech-impact-732879/advisorcrm-with-ryan-borer-e419","show_page_url":"https://stenobird.com/podcast/fintech-impact-732879","url":"https://shows.acast.com/fintechimpact/episodes/advisorcrm-with-ryan-borer-e419","audio_url":"https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/69af22dea944676525565971/media.mp3","summary":"On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an \"action engine\" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on flexibility and data-driven signals. The conversation explores the shift toward a more open tech ecosystem—supported by Advisor CRM’s APIs—and introduces Trove, a new AI-driven opportunity intelligence tool designed to surface growth leads automatically. This episode is a must-listen for advisors frustrated by \"clunky\" CRM workflows and firm owners looking to stay ahead of the curve with AI-integrated client management. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor AdvisorCRM LinkedIn - Ryan Borer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.","meta_description":"On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static datab…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1434,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/advisorcrm-with-ryan-borer-e419/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/fintech-impact-732879/advisorcrm-with-ryan-borer-e419.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}