• How Jedi helps financial advisors and RIAs clean, manage, and secure their databases

• Why optimizing tech stacks and eliminating redundancy is critical for business growth

• The role of automation and AI in scaling operations and improving workflows

• Key differences between working with small firms and large enterprises

• Insights on AI’s future in CRM systems, including agent-to-agent communication

• Best practices for CRM security, from data masking to field-level permissions

• How AI can be leveraged safely in content creation, marketing, and client outreach

Sue begins by sharing the origin story of Jedi, which grew out of her consulting work with Elite Consulting Partners. Recognized for her ability to solve complex operational and technical challenges, she was invited to create a dedicated service that could help firms manage their databases and integrate their tech stacks. Jedi’s mission is clear: reduce redundancy, improve efficiency, and create systems that enable scalability and long-term growth.

She explains that many firms, over the past decade, adopted multiple SaaS platforms to solve individual problems. This led to fragmented systems where the same data is entered repeatedly, draining resources. Jedi’s approach is to analyze the client’s existing tools, establish a unified ecosystem, and create automation that reduces manual work. Her clients range from single-advisor operations to organizations with thousands of users, each presenting unique challenges and opportunities.

The conversation shifts to AI and CRM evolution. Sue shares her vision of future CRMs as intelligent agents that require minimal prompting and can autonomously process and exchange data. She also addresses the security responsibilities that come with managing sensitive financial data, detailing the importance of permissions, encryption, and multi-factor authentication.

Finally, Sue reflects on AI’s potential and its risks such as hallucinations, and stresses the importance of human oversight. At Jedi, AI is currently used for content generation, marketing, and workflow optimization, with plans to expand into sentiment analysis and predictive client engagement. She also discusses her personal path into technology, her early experiences building websites, and how a foundation in IT has shaped her ability to innovate in business operations.