AdviceTech Podcast #162 – rubica

Earn 1.0 CPD here
0.25 Technical Competence
0.25 Professionalism and Ethics
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice

This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their shared “tell your story once” philosophy is driving the design of rubica’s API‑first, AI‑ready CRM and operations platform – using custom forms, entity maps, and deep integrations (e.g. Teams, Microsoft, Salesforce) to unify client data, automate workflows, and deliver scalable, high‑quality advice experiences.

Between Meetings with Matt Heine – Discover a podcast for wealth professionals.