The Future of Wealth Management: What’s Next in Tech & Finance with Michelle Feinstein (Ep. 9)

Beacon 1% Better Everyday
11/12/2025 36 min
The Future of Wealth Management: What’s Next in Tech & Finance with Michelle Feinstein (Ep. 9)

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Episode Synopsis

The wealth management industry is at a crossroads, and those who fail to adapt will get left behind. In this episode, Chip Kispert welcomes back Michelle Feinstein, General Manager of Financial Services at Salesforce. With three decades of experience across Pershing, BNY Mellon, and Salesforce, Michelle offers an insider’s look at how firms can modernize, …

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