When AI Can Write to Your CRM | Jeremi Karnell & Anand Sheth
It addresses governance questions that arise once AI tools can write to a CRM rather than only read from it, and frames the comparison between MCP servers and APIs for wealth firms. The guests' backgrounds include data leadership at Envestnet and founding Pulse360, per the description.
Summary
By the wealth tech & ai deskCraig Iskowitz talks with Jeremi Karnell of WealthMCP.ai and Anand Sheth, described as a former Pulse360 founder, about what changes when AI tools can write back to a wealth firm's CRM. The episode compares MCP servers with APIs and covers governance for write access. The description also notes a discussion of the advisor screen shifting to the AI client.
- The episode covers MCP servers versus APIs for wealth firms.
- Write-access governance is a central topic when AI can write back to a CRM.
- The conversation includes the idea of the advisor screen shifting to the AI client.
- Guests are Jeremi Karnell of WealthMCP.ai and Anand Sheth, described as a former Pulse360 founder.
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