Osaic Technology Podcast

Technology expert Eric Baumgardner chats with Alison Brucker, Osaic's Client Marketing Manager, about several functions of technology that can reduce the overwhelming feelings of your marketing efforts. Hear as Alison discusses how to spend less time managing your marketing and how to automate the process - not your relationships!  Learn what metrics matter most, and - what is the biggest marketin...

Osaic's Mark Matheny talks through the powerful abilities of Scribe - the powerful workflow documentation platform.  Uncork the bottlenecks in your office, helping your team by reducing errors. Scribe also creates better opportunities for faster training, improved accountability and easier scaling.  Transform institutional knowledge into context your teams and AI tools can read, without anyone lif...

Osaic's Aida Dillman speaks with Chief Revenue Officer Marc Dorfman about the powerful tool - Vanilla - and what it can do to revolutionize your practice.  Marc shares how to rethink estate planning, and really think about multi-generational planning leveraging AI. Create summary docs in minutes, saving time for more critical, beneficial tasks around the office. Visit JustVanilla.com for more info...

Mark Matheny from Osaic talks with Risr Founder and CEO Jason Early about how to efficiently and effectively manage your business owner clients. Jason describes the tools found within Risr that can deliver business valuation, succession & exit planning, and serve risk management insights. 

Osaic's Aida Dillman meets with Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, who shares valuable information about how their tool can assist in your financial practice. Danny talks about estate planning to income tax planning and how you can offer a broader suite of services. Solve the "swivel chair problem" by using the advanced AI tools in Wealth.com, including auto-genera...

Osaic's Eric Baumgardner speaks with Cody Barbo from Trust & Will.  Cody is the Founder and Chief Executive Officer of Trust & Will. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families.  Hear about tax planning reports, AI assistance for client meetings and how to handle the emotional side.

Manager of Technology Solutions Consultants Mark Matheny with Osaic breaks down Artificial Intelligence as it relates to financial practices. Mark describes the differences between machine learning, generative AI, and agentic AI, making it easy to understand. He will describe the potential rewards of using AI, but also the various things that AI can not and should not do!  What categories of AI to...

Wealthfeed is a powerful AI prospecting tool that can help you create a variety of strategies, while owning your own data and integrating with your CRM.  Osaic's Eric Baumgardner speaks with the Co-Founder of Wealthfeed, Rylan Folts, as they talk about aggregations, exclusivity issues, unique email outreach, and how to use your "great data."

Manager of Technology Solutions Consultants Mark Matheny talks with Sr. Business Consultant Karen Keithley about the importance of syncing up your technology platforms to your business strategies.  At Osaic, our two teams of experts work in harmony to bring about the best experience for you and your clients, in your financial business.  Learn where to show up in your client experience, how to gaug...

Osaic's Aida Dillman sits down with the General Manager and Head of Wealth Management at Aidentified, Dan Cavanaugh.  Dan shares valuable insight into how your data is incredibly useful if applied properly. Aidentified can take the guesswork out of who to work with, who to reach out to.  Create timely and relevant insights using data signals.

Manager Technology Solutions Consultant Mark Matheny from Osaic talks through the value of using an online scheduler in your financial practice. Hear Mark talk about the burdens of calendaring and how using this technology will reduce those friction points. Look for improved documentation and tracking and more effective prospecting interactions.

Osaic's Eric Baumgardner chats with Jim Hardeman, EVP, Product, with Zocks AI.  They discuss the massive growth of AI tools within financial services. Learn about the various forms of AI. How you can create time savers. Using AI with your emails. Cleaning your data. The long list of benefits to the staff. 

Osaic's Manager of Technology Solutions Consultant Mark Matheny sits down with the CMO from Catchlight AI Daniel Gilmartin and talks about the fast-growing application of artificial intelligence in today's fintech world.  Hear them talk about organc growth challenge, building and maintaining relationships, and how to deliver more personalized content leveraging ai.  Daniel and Mark talk about what...

Artificial intelligence (AI) has powerful capabilities that can enhance your practice when leveraged properly. Technology solutions expert Mark Matheny from Osaic talks about how AI can add clarity to your practice when related to estate planning. Listen as Mark discusses how to use AI to strengthen ongoing relationships, the available planning tools and more.

Technology Solutions Consultant Aida Dillman describes the power of Carefull - a financial monitoring agent that helps protect your loved ones. Aida talks about account tracking, the ability to share monitoring and bill payments. Listen to real-life scenarios that will help you see the value of this protection service.

Osaic's Eric Baumgardner visits with FINNY Co-Founder Eden Ovadia as they discuss the incredible power of FINNY. Listen as they talk about organic growth strategy, contact enrichment, content creation and approvals. See how you can grab additional info from current clients.  Visit finny.com/osaic to learn more.

Technology Solutions Consultant Aida Dillman with Osaic shares the top 5 things you can do with your CRM to start out the new year in the right direction.  Aida discusses cleanup, security settings, goal evolution and automation. 

Listen as Technology Solutions Consultant Eric Baumgardner talks about the hardware requirements that will keep you moving into 2026.  Eric discusses several topics that will help you and your financial practice. Topics include VPN, Windows, MacOS, desktops versus laptops, docking stations, memory and even AI tools.

Technology Solutions Consultant Aida Dillman from Osaic talks about the powerful tool ClickUp.  Hear about how this productivity management tool can help improve your task workflows, integrations and marketing campaigns.  Aida talks through some real-life scenarios that can be helpful in your own financial practice.

The impact of artificial intelligence in the finance industry continues to pick up speed.  Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summaries, suggesting workflows, and forming opportuni...

Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also about using technology to enable your clients to enga...

Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP.  What is the technology and why should you convert your office to it?  Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.

Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to increase your geographical reach. Learn how to combat the advisor growth challenge.

Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your practice. With integrations, you can reduce errors, reduce manual entry of data, and save valuable time.

Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic. Also in this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practic...