AdvisorCRM with Ryan Borer | E419

AdvisorCRM with Ryan Borer | E419

From Fintech Impact by Jason Pereira

March 17, 2026 · 24 min · Episode 419

About this episode

Jason Pereira interviews Ryan Borer about transforming CRM systems for financial professionals with a focus on flexibility and AI integration.

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.

People in this episode

Host: Jason Pereira

Guest: Ryan Borer

Topics covered

  • CRM transformation
  • financial technology
  • AI in client management
  • data-driven workflows
  • open tech ecosystem
  • growth leads

Keywords

  • Advisor CRM
  • AI-driven tools
  • client management
  • financial advisors
  • CRM workflows
  • opportunity intelligence
  • data signals

Sponsors

Woodgate.com

Mentioned in this episode

Organizations: Advisor CRM, TAMP, Facebook, LinkedIn, AdvisorCRM, Trove

More episodes of Fintech Impact

Explore listener stats, chart rankings, contacts and more on the Fintech Impact podcast page.