The post <a href="https://wealthtechtoday.com/2026/09/29/when-ai-can-write-to-your-crm-mcp-governance-for-wealth-management-firms-with-jeremi-karnell-anand-sheth/">When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.
Meet Our Guests This episode takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from about […]
The post <a href="https://wealthtechtoday.com/2026/09/29/when-ai-can-write-to-your-crm-mcp-governance-for-wealth-management-firms-with-jeremi-karnell-anand-sheth/">When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.

Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.