Glenn Elliott
Co-founder of Practifi and founder of Meldus, experienced fintech entrepreneur focused on CRM design for financial advice firms and on applying AI and automation to unlock CRM data and improve adviser productivity and compliance.
Best podcasts with Glenn Elliott
Ranked by the Snipd community
Oct 9, 2025 • 1h
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
Glenn Elliott, technologist building tools like Cursor to speed proposals. Stephen Bell, process-first Salesforce expert who untangles workflow spaghetti. Nick Downey, AI product builder behind Meeting Ally and Advice Ally. Pat Gardner, ex-adviser leading Rubica for practical Salesforce automation. They discuss embedding AI into workflows, process mining to reveal bottlenecks, lightweight prototypes, and practical platform choices.
Aug 28, 2025 • 44min
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
Glenn Elliott, co-founder of Practifi and founder of Meldus, is a fintech entrepreneur focused on CRM design and AI for advisers. He discusses using open platforms and APIs, agentic AI that analyzes CRM data, and practical automations like meeting transcriptions and task generation. He also warns about closed systems, contrasts RPA with APIs, and outlines how to prototype secure AI tools for advice firms.
