Systems Integration / CRM
CRM Behavioral Profile Integration
Defined how behavioral profile data should move into CRM and Pulse workflows so advisors could use client personality insights inside day-to-day practice.
Status
Ongoing
- Role
- Product & Content Lead
- Timeline
- January 2025 - Present
- Company
- Finliti
- Scope
- External / Integration
- Audience
- Advisors
- Industry
- Fintech / WealthTech
- Users / Audience
- Advisors
- Team collaborators
- CEO, CTO, Developer
- Tools / Platforms
- Finliti Pulse, Behavioral profile data exports, Advisor workflow systems
- Scope level
- External / Integration
Start
Start
Investor personality data existed, but it was not deeply embedded into advisor workflow systems. Advisors could access profile outputs, but the information was not yet structured for CRM-based use and follow-up.
Goal
Goal
Make profile data operational by connecting it to CRM and advisor workflow surfaces.
Role
- Workflow definition
- Data structuring logic
- Use-case design for advisors
Scope
- Structured export of behavioral profile data
- Defined internal Pulse workflow connections
- Aligned investor profile data with advisor tools and communications
Team
- CEO
- CTO
- Developer
Skills Used
Systems thinking, CRM integration, Data workflows, Product implementation, Stakeholder communication
- Systems thinking
- CRM integration
- Data workflows
- Product implementation
- Stakeholder communication
Outcome
- Made personality-profile data more usable inside workflow systems
- Moved profile outputs closer to day-to-day advisor action
- Workflow surfaces
- CRM + Pulse
- Data type
- Behavioral profile exports
- Status
- Live and evolving
Resume
Versions
Short resume version
Defined workflow logic for exporting behavioral profile data into CRM environments for advisor use.
Long resume version
Defined workflow logic, data structure, and advisor use cases for moving behavioral profile data out of standalone reports and into CRM-connected workflows, including profile exports, internal Pulse connections, and advisor-facing action surfaces.
Key skills / ATS keywords
- Systems Integration / CRM
- CRM integration
- Behavioral data
- Advisor workflows
- Data structure
Related Projects
Product Build / Dashboard / UX
Advisor Dashboard & Platform Expansion
Expanded the product from a survey-and-report workflow into a unified advisor platform with dashboard, profile, backtesting, portfolio, alerts, newsletter, and AI surfaces.
Product Feature / Alerts / Portfolio
Market Alerts & Portfolio Signal System
Helped structure a market-alert workflow connecting CSV asset shelves, portfolio data, and investor profile logic into ongoing advisor signals.