I've been covering wealthtech for years, and an issue I've heard consistently from advisors is both how potentially powerful and unwieldy Salesforce can be as a CRM solution. For the latest edition of "Show Me Your Stack," I spoke with Nepsis CTO Amanda Butler. She helped optimize Salesforce to work with the firm's tech stack. I'm sure others in a similar situation could learn from her experiences. I hope you'll check out the article, along with the rest of this week's stories. As always, thank you for reading. Talk to you next Thursday! | 