AI is moving fast—but should advisory firms move just as fast?

In this Office Hours episode, Steve Drost and Will Kaplan break down where AI stands today inside the financial advisor tech stack, what Salesforce’s new MCP (Model Context Protocol) unlocks, and why security and client data protection are driving a more cautious approach to adoption.

At Quivr CRM, we’re seeing a wave of innovation—but also a wave of risk. This episode focuses on what matters most right now: how advisors can think about AI without compromising compliance, client trust, or operational control.

🔥 What we cover in this episode:

🤖 The rapid evolution of AI in advisory firms (from note-takers to full workflows)

🔌 Salesforce MCP explained and what it actually enables

🔐 The biggest concern: client data exposure and security tradeoffs

⚙️ Why “AI-first” tools may not be as simple—or as safe—as they seem

🧠 Salesforce Agentforce vs. external AI tools like Claude

🚧 Why we’re intentionally taking a “go slow, do it right” approach

📊 What the future looks like: structured data + AI-driven workflows

💡 Key takeaway:
AI is powerful, but in financial services, how you connect it to your data matters more than what it can do.

Whether you're already experimenting with AI tools or just starting to explore what’s possible, this conversation will help you think more clearly about risk, readiness, and real-world implementation.