AdvisorCRM with Ryan Borer | E419
A purpose built advisor CRM for getting jobs done.
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:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Ryan Borer’s LinkedIn