CRM Wins on Follow-Through, Not Note-Taking | Drew Seelig, Salesforce

Salesforce isn’t building another AI note-taker — it’s betting the CRM’s future on follow-through. Drew Seelig walks through Agentic Advisor, Meeting Concierge, and Run My Day, and why unstructured note tools still cant replace enterprise CRM data. Full episode & show notes: https://wealthtechtoday.com/2026/09/0... In this WealthTech Today conversation, Drew Seelig (Head of Global Product Strategy, Salesforce) talks with Craig Iskowitz about Salesforce Agentic Advisor, Meeting Concierge, Run My Day, AI note-takers vs CRM, Financial Services Cloud for Advisors, and WealthTech Integration Score. Chapters 00:00 Intro Guest Drew Seelig — Head of Global Product Strategy, Salesforce Listen / read Episode 362 on WealthTech Today #WealthTech #RIA #FinTech #Salesforce #CRM #AIAgents #WealthTechToday