AdvisorCRM with Ryan Borer | E419

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. Episode Highlights: 00:00 Welcome to FinTech Impact 00:29 Meet Advisor CRM 00:56 Origin Story and Gap 02:10 Data and Workflow Problems 07:04 Designing for Simplicity 09:02 AI and Owning the Stack 12:42 APIs MCP and Trove 14:40 AI Pricing Reality Check 17:35 Future of CRM Ecosystems 20:24 Rapid Fire Closing Questions 22:59 Wrap Up and Credits Resources: Jason Pereira's Facebook - https://www.facebook.com/jason.pereira Jason Pereira's LinkedIn - https://www.linkedin.com/in/pereirajm/ Sponsor - http://Woodgate.com AdvisorCRM - https://www.advisorcrm.com/ Ryan Borer’s LinkedIn - https://www.linkedin.com/in/ryan-b-48160a4/