Hello RIA Operators! Thanks to Simplicity Ops for sponsoring this great community—I'm inspired by their mission to streamline operations, empower teams, and elevate client experiences for RIAs. I'm George Santamarina from Overland Park, Kansas. As a Senior Solutions Consultant at Pegasystems, I help financial services firms (including wealth management) rethink processes using AI and automation to enhance efficiency, client engagement, compliance, and reduce costs. While I don't work at an advisory firm, I've gained an understanding of RIA workflows insights via my day job, the Amplified Planning Externship, and eMoney Fundamentals Certification. Passionate about bridging tech and advising to help tackle ops challenges. My key pain point view: Advisors seems to struggle with manual tasks like onboarding or CRM integrations—an area where structured workflows and AI tools can complement (with caveats). Excited to learn and add value to these conversations.