URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:68ba0cfcd07f0c31ff6a5faf5f73cf128514c69725ab02e725f6
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"Eric Murphy\",\"team\":null},\"completed\":false,\"description\":\"Email Ken & Sean: data extract spec + pricing (API vs extract)\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/826153571?timestamp=952.9999\",\"recording_timestamp\":\"00:15:52\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Ken Obray\",\"team\":null},\"completed\":false,\"description\":\"Schedule review w\/ Stuart re: API vs data extract; decide approach\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/826153571?timestamp=963.9999\",\"recording_timestamp\":\"00:16:03\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-16T17:20:21Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Discuss eMoney integration options for client data and assets.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=35.0)\\n\\n## Key Takeaways\\n\\n  - [Two integration paths were presented: a low-cost Data Extract for bulk data and a high-cost API for real-time sync.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=255.0)\\n  - [The Data Extract is the clear choice for the primary need (bulk data for asset mapping), costing \\\\~$2.7k total for setup and first year.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n  - [The API is prohibitively expensive at $25k\/year, making it unviable for the current use case.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=739.0)\\n  - [Ken will present both options to CEO Stuart for a final decision, targeting a Q4 2026 or Q1 2027 launch.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=910.0)\\n\\n## Topics\\n\\n### Integration Goal\\n\\n  - [**Primary Need:** Pull three data points from eMoney into a CRM to automate client asset mapping:](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n      - [Client contact info](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n      - [Client name](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n      - [Asset data](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n  - [**Secondary Need:** Explore a two-way sync for asset allocation changes, but this is not a core requirement.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=112.0)\\n  - [**Context:** The team is migrating from FileMaker to a custom CRM, but the integration approach is unaffected.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=192.0)\\n\\n### Solution 1: Data Extract (Bulk)\\n\\n  - [**Function:** Provides a nightly SFTP dump of all eMoney data (client, asset, Fath, etc.).](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=646.0)\\n  - [**Use Case:** Populating a data store for bulk analysis, not real-time updates.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=306.0)\\n  - [**Cost:**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [Setup Fee: \\\\~$1,600](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [Annual Maintenance: $1,075](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [**Total Year 1: \\\\~$2,675**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n  - [**Rationale:** This is the most cost-effective and fastest path to get the required data in bulk.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=430.0)\\n\\n### Solution 2: API (Real-time)\\n\\n  - [**Function:** REST APIs for real-time, client-by-client data access and two-way sync.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=255.0)\\n  - [**Use Case:** Real-time data refresh and bi-directional sync (e.g., updating eMoney allocations from the CRM).](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=473.0)\\n  - [**Cost:**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [**Annual Recurring Fee: $25,000**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n  - [**Rationale:** The high cost makes this option unviable for the current project.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=739.0)\\n\\n## Next Steps\\n\\n  - [**Eric:** Send Ken the Data Extract specification and formal pricing for both options.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=963.0)\\n  - [**Ken:** Present both integration options (Data Extract vs. API) to CEO Stuart for a decision.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=910.0)\\n  - [**Ken:** Communicate the final decision to Eric.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=910.0)\\n  - [**Target Timeline:** Launch by end of 2026 or early 2027.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=974.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"Impromptu Zoom Meeting\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/zoom.us\/j\/98701213034?pwd=9pjbZjZctZVwcjbdWhycc5a4tOjkJb.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-16T17:20:08Z\",\"recording_id\":183732716,\"recording_start_time\":\"2026-09-16T17:02:52Z\",\"scheduled_end_time\":\"2026-09-16T17:17:19Z\",\"scheduled_start_time\":\"2026-09-16T17:02:19Z\",\"share_url\":\"https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN\",\"shared_with\":\"no_teams\",\"title\":\"Impromptu Zoom Meeting\",\"transcript\":[{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, Sean.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, cool.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so Sean, sorry, I just saw your note taker.\",\"timestamp\":\"00:00:01\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just, I just approved it.\",\"timestamp\":\"00:00:02\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So you should be good to go now.\",\"timestamp\":\"00:00:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we're, we also, we report all of ours too.\",\"timestamp\":\"00:00:05\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it misses anything, just let me know.\",\"timestamp\":\"00:00:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"can only send the, send the recording as well.\",\"timestamp\":\"00:00:09\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:00:11\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, cool.\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, sounds good.\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds Well, cool.\",\"timestamp\":\"00:00:13\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we can, I know we don't have a whole lot of time, so I'm happy to just jump into it, but, but yeah, pleasure to meet you both.\",\"timestamp\":\"00:00:14\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"I know Ken, I know we emailed a decent amount back and forth, but haven't connected.\",\"timestamp\":\"00:00:20\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"then Sean, it's a pleasure to meet you.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But I'm, I'm your guys' account manager here at, here at eMoney.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know I primarily talk, kind talk with Letty around, you know, um, changes to the account, you know, questions around the account, things like that.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But I know, uh, obviously she, she introduced us to, as you guys had questions around, you know, setting up a potential APIs and what was it?\",\"timestamp\":\"00:00:35\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Uh, file, file maker project is a CRM to potentially build out like a two way integration.\",\"timestamp\":\"00:00:42\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that sound correct?\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, perfect.\",\"timestamp\":\"00:00:47\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, happy to walk through that today.\",\"timestamp\":\"00:00:48\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I have my colleague, uh, Reggie, Reggie Hands here, um, who's one of our internal engineers who, um, you know, will be able to answer any more, you know, technical questions.\",\"timestamp\":\"00:00:50\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"questions again, dive deeper.\",\"timestamp\":\"00:00:58\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so like I said, we can kind of keep it super, super high level today.\",\"timestamp\":\"00:01:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"If you could just give us kind of like an overview of exactly what you guys are looking to do.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And like I said, we can kind of go from there.\",\"timestamp\":\"00:01:15\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But were there any initial questions or anything, you know, else you guys wanted to cover today, as well?\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"No, it was pretty straightforward.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I'm just looking for really, it's three pieces of information primarily.\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's really not super complicated, at least from my understanding of how this should work, but really just basic client contact information, their name, and then their asset data.\",\"timestamp\":\"00:01:29\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If we can have that pulled in.\",\"timestamp\":\"00:01:41\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Ultimately, what we're trying to do on our end is to set up some automations around being able to map out assets for clients.\",\"timestamp\":\"00:01:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We had mentioned the two-way integration.\",\"timestamp\":\"00:01:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not exactly sure what that use case is going to look like, but I was told that we need to look into that and see if that's something that we can...\",\"timestamp\":\"00:01:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm assuming if we were to make a change, let's say, on our CRM in terms of the actual asset allocations, that it would map back to e-money, and then it would make those adjustments.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So regardless, if that's a capability, we want to look into that, but it's really just that.\",\"timestamp\":\"00:02:10\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"It's pretty basic information that we're looking to pull.\",\"timestamp\":\"00:02:16\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah, and that's pretty much it.\",\"timestamp\":\"00:02:21\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"don't know, Sean, if you have any questions.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I don't know.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I know what e-money is because I've seen my financial advisor use it, but I don't know how you guys intend to use it.\",\"timestamp\":\"00:02:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know the API on the back end because I've never taken a look at it.\",\"timestamp\":\"00:02:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't, I mean, I'm assuming that it helps you guys get connected to the accounts and you're just looking to pull the accounts into the system so that they're not being hand entered.\",\"timestamp\":\"00:02:42\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's it.\",\"timestamp\":\"00:02:56\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:02:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it'll save some time on the back end with us.\",\"timestamp\":\"00:02:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We were just talking about-Money across the board for almost all of our planning that we've been doing for clients.\",\"timestamp\":\"00:03:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, third-party application that we've been utilizing, but if we could have that information start to feed directly into FileMaker.\",\"timestamp\":\"00:03:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Now that we're moving over to the new desktop application, I'm assuming it all feeds from the same place, right, Sean, or do we need to look at something different?\",\"timestamp\":\"00:03:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"No, it's the same thing.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't want to interject.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're actually moving away from FileMaker, but it's all the same.\",\"timestamp\":\"00:03:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:03:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Integration-wise, there's no difference.\",\"timestamp\":\"00:03:42\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you have a data lake?\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"A what?\",\"timestamp\":\"00:03:48\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"I said a data lake, but do you have your own data store?\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"when you move away from FileMaker, will you maintain your data yourself?\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"You switch to whatever CRM you want and feed it from there?\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we're already working on that, and we already have several APIs that we connect to in addition to the internal system.\",\"timestamp\":\"00:04:05\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"So there are two approaches to speak to the going to the using APIs to pull that data.\",\"timestamp\":\"00:04:15\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"I included in the chat here a URL to the developer portal.\",\"timestamp\":\"00:04:26\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"In short, all of the APIs are REST APIs.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"The basic set of APIs has everything you're looking for where you can pull the client information.\",\"timestamp\":\"00:04:42\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"You can grab assets for that client and so forth.\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"This isn't a limitation, it's a feature.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"You're doing that one client at a time.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the way it's designed.\",\"timestamp\":\"00:05:03\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"If, on the other hand, you want it to grab all the data in bulk across all of your users, and again, it really depends on your use case.\",\"timestamp\":\"00:05:06\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"If this isn't a, hey, when I look at this client, I want to refresh it, and it's more of a, I just want to have all the data.\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We could talk about setting up a data extract for you, where you get a nightly dump of everything that's in eMoney.\",\"timestamp\":\"00:05:25\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm talking about all the Fath data, all of the...\",\"timestamp\":\"00:05:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would probably be that.\",\"timestamp\":\"00:05:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In my experience, yes.\",\"timestamp\":\"00:05:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In my experience, I'm going to assume that Stuart wants the data on hand for, so he can see it all, not just by client, I would assume.\",\"timestamp\":\"00:05:42\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's why I suggested it.\",\"timestamp\":\"00:05:55\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"It sounded like...\",\"timestamp\":\"00:05:58\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, especially when you said you're moving away from FileMaker, it sounded like you wanted access to the data more so than the real time connection to get the updates.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're connected to some other APIs and we do this.\",\"timestamp\":\"00:06:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We grab the data and that limitation has happened in some other APIs.\",\"timestamp\":\"00:06:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I know that that's what we're going to be after is the bulk of the data, not just individual contacts.\",\"timestamp\":\"00:06:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, know, don't get me wrong, they will use individual contacts, but I think the bulk, you know, access to the bulk data would probably be a thing, and I, you know, in the past, we've, we've run into some APIs that have similar things.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we probably could work around that and just go through every contact, but that's a lot of, you know, very noisy on your end and I don't know if, you know, if there's a way to work.\",\"timestamp\":\"00:06:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'd prefer to do it that way, and I know that they'll use that bulk data or be expecting that.\",\"timestamp\":\"00:07:01\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no reason we can't do both.\",\"timestamp\":\"00:07:10\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Definitely the data extract is probably the cheapest, fastest option.\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, that might be the crawl and the crawl, walk, run sort of approach.\",\"timestamp\":\"00:07:21\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But you're certainly able to think about going with the APIs as well.\",\"timestamp\":\"00:07:28\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, I don't want to, like, just at this high level, I don't want to tell you ones off the table.\",\"timestamp\":\"00:07:35\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But, again, just in terms of populating your data store, you know, the data extract is the best tool for that.\",\"timestamp\":\"00:07:44\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"In terms of the bi-directional syncing of data from one system to the\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Of course, that's the APIs.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"They will do the job.\",\"timestamp\":\"00:08:02\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But again, it depends on what your need is, what real-time means to you.\",\"timestamp\":\"00:08:06\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"For some organizations, real-time is every 30 seconds.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Other people, real-time is, yeah, we're going in once a day.\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'm assuming for the asset stuff, it probably, once a day, is fine.\",\"timestamp\":\"00:08:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Ken, are you guys trying to, what's the workflow internally?\",\"timestamp\":\"00:08:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're using it now, or you're not using it now?\",\"timestamp\":\"00:08:31\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not using it now.\",\"timestamp\":\"00:08:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, do you want to be able to populate the contact in eMoney, so you're not re-entering everything, I'm assuming?\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, get started and keep it updated?\",\"timestamp\":\"00:08:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And in addition to going the asset back?\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"That could be a use case.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I haven't really discussed that.\",\"timestamp\":\"00:08:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"With Letty, but I mean, that could take out some steps if we were to, well, I mean, you don't want to be, you don't want the team to have to do anything that were, you know, reproduce, copy and paste from, you know, the APS, you know, APSI desktop, that would be, you know, any redundancy we want to eliminate.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So think about that.\",\"timestamp\":\"00:09:21\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If that allow us to do that, that'd be beneficial.\",\"timestamp\":\"00:09:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just think about how that works, because I don't know that you want everybody any money and I don't know what effect that has on, you know.\",\"timestamp\":\"00:09:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, you know, because you guys have a lot of stage progression or something, like once it gets passed.\",\"timestamp\":\"00:09:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:09:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you're, yeah, if your opportunity actually was, or maybe for your first appointment, if you need that there, you need to So think about that.\",\"timestamp\":\"00:09:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I don't know.\",\"timestamp\":\"00:09:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can make a lot of assumptions and I don't, but I don't want to, you know, implement something and then fall back to it.\",\"timestamp\":\"00:09:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So think about, you know, how that happens.\",\"timestamp\":\"00:09:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sure with the API, we can get all that going, but on your, on your guys.\",\"timestamp\":\"00:09:55\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"With that said, do you guys have any questions for me or Eric?\",\"timestamp\":\"00:10:06\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Again, just at the high level, both options are available.\",\"timestamp\":\"00:10:14\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We can share the specification for the data extract after this call, but the documentation for all of our available APIs are available at that link I shared, developer.emoneyadvisor.com.\",\"timestamp\":\"00:10:18\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Signing up, you don't have to have a license-free money.\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"It just requires you to sign up and accept the terms and conditions.\",\"timestamp\":\"00:10:38\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:10:45\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we did the data extract, it sounds like that's not an API.\",\"timestamp\":\"00:10:46\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"How does that information...\",\"timestamp\":\"00:10:51\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"That information is going to be delivered nightly on an SFTP site.\",\"timestamp\":\"00:10:53\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We generally default to ours, and you pick it up, but if you have your own, we can configure it to deliver it to your SF2P server.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could do it either way.\",\"timestamp\":\"00:11:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can definitely configure something for you, or, you know, I'm happy to pick it up from there.\",\"timestamp\":\"00:11:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that it matters one way or another.\",\"timestamp\":\"00:11:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it's usually not a good deal.\",\"timestamp\":\"00:11:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we have some flooring clients that have an old XML that gets delivered like that, so I'm familiar with that.\",\"timestamp\":\"00:11:24\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:11:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Works for us.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that sounds good.\",\"timestamp\":\"00:11:39\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"I can jump in here a little bit then.\",\"timestamp\":\"00:11:44\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just thinking of just where to kind of take this, too.\",\"timestamp\":\"00:11:46\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So obviously, you know, we can send, like what I just said, we can send over whatever documentation you guys need.\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But I just want to make sure that, you know, we know exactly because we're kind of talking about two different things now.\",\"timestamp\":\"00:11:53\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, Ken, obviously you're talking about...\",\"timestamp\":\"00:11:58\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, you know, limiting kind of redundancy, things like that, building out this further integration?\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Or is it really just the data that you guys do need?\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Because like what Reggie said, there's a big price tag difference between the two of them, and also timeline implementation, things like that, and, you know, resources on your guys' end of what needs to get done as well.\",\"timestamp\":\"00:12:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:18\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I mean, we might need to discuss that, because what conversations that I've had with Stuart, our CEO at this point, has been more on the API side, the data pool, which sounds like that's going to be a costly, a more costly option.\",\"timestamp\":\"00:12:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But what kind of a difference are we talking about there in overall cost?\",\"timestamp\":\"00:12:33\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So in terms of like API costs, like, you know, the basics are going to start around, which sounds like would be a better fit.\",\"timestamp\":\"00:12:36\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Would they start around, you know, call it like 25,000 is going to be the kind of the starting rate for that versus like, it's just a standard data extract.\",\"timestamp\":\"00:12:43\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like, what's the exact pricing?\",\"timestamp\":\"00:12:51\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like around like $1,600 for a setup fee.\",\"timestamp\":\"00:12:53\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then like the annual recurring maintenance on it is only, you know, 1,075.\",\"timestamp\":\"00:12:55\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's a significant difference.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:02\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:02\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But like what Reggie said, right.\",\"timestamp\":\"00:13:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, when we're, you know, when we're thinking APIs, you know, obviously the two way and things like that.\",\"timestamp\":\"00:13:04\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And it's like, you know, if you guys are, you know, staying with FileMaker Pro, or if there's something else you guys are going to put in, then, you know, definitely build that out.\",\"timestamp\":\"00:13:08\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, if it really is just the data that you guys need, you know, obviously it's a significantly cheaper option.\",\"timestamp\":\"00:13:15\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But like even what Sean was saying too, with APIs, in terms of like the setup process, getting the data in the money, you know, that that's where the real value is, you know, building up integration.\",\"timestamp\":\"00:13:20\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But in terms of, you know, that relationship with FileMaker Pro, so is that kind of like a foregone conclusion that you guys are moving away?\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Or is that, you know, slow kind of over time?\",\"timestamp\":\"00:13:35\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's slow.\",\"timestamp\":\"00:13:40\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's slow.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:42\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, gotcha.\",\"timestamp\":\"00:13:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I know, I don't think it's slow, but we are moving away.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't have a...\",\"timestamp\":\"00:13:49\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"No, sorry about that.\",\"timestamp\":\"00:13:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we're just, we're transitioning.\",\"timestamp\":\"00:13:54\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The systems will come online as...\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have users testing certain parts of the system now, so it is coming online.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:14:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Slow is a relative term.\",\"timestamp\":\"00:14:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Some people think it's probably slow.\",\"timestamp\":\"00:14:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Some people think it's probably too fast.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, exactly.\",\"timestamp\":\"00:14:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"My experience, we're moving very quickly.\",\"timestamp\":\"00:14:13\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"There you go.\",\"timestamp\":\"00:14:17\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you guys have a CRM in place then, right?\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, that you're moving towards?\",\"timestamp\":\"00:14:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just a custom stack.\",\"timestamp\":\"00:14:25\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Custom.\",\"timestamp\":\"00:14:27\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we talking like Salesforce or is it custom built?\",\"timestamp\":\"00:14:30\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:14:34\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because that's something too, again, with the APIs, if it is something.\",\"timestamp\":\"00:14:36\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Because once you have that, say you guys purchase the APIs, right?\",\"timestamp\":\"00:14:38\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not like this is just for FileMaker Pro.\",\"timestamp\":\"00:14:41\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"That's something where with that annual 25,000 recurring fee, you guys can go, again, whatever you guys want to transition towards or whatever, you can build it out.\",\"timestamp\":\"00:14:44\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then that 25,000 goes towards that fee of our team as well to help facilitate that with you guys as well.\",\"timestamp\":\"00:14:53\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's go.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's Let's\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So, sorry, just to reiterate that, you said $25,000, and that's a recurring yearly fee for the API.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:15:06\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Very good.\",\"timestamp\":\"00:15:09\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, yeah.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Data gathering, I'll run it up the chain, make sure the CEO is good with it, and then have him make a decision, ultimately, of what we want to do here.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But, yeah, this has been very helpful.\",\"timestamp\":\"00:15:17\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So as far as next steps, and if we decide to go one direction or the other, the URL you sent over, that will give us access to both?\",\"timestamp\":\"00:15:21\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Access to the API information?\",\"timestamp\":\"00:15:29\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We will share the specification for the data extract after, I didn't think to have it prepped up for you before.\",\"timestamp\":\"00:15:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"you're fine.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But we'll share that with you.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"And, again, from what you were saying, you know, it seems like that might meet your needs, but, again, we're happy to dig into your use cases as you evolve.\",\"timestamp\":\"00:15:48\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds good.\",\"timestamp\":\"00:16:02\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, cool.\",\"timestamp\":\"00:16:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, then, yeah, like what Reggie said, we'll work on that, and I'll send you guys a follow-up with the SPACs as well as I'll send over the pricing as well just so you guys have a concrete number.\",\"timestamp\":\"00:16:04\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But in terms of, Ken, meeting with Stuart, what's kind of the timeline in terms of, you know, obviously meeting with him, then obviously just kind of implementation in general of how quick you guys would want to move on this?\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if we really have like a time expectation at the moment.\",\"timestamp\":\"00:16:26\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So we've got a few projects that we're currently working on, but if we can get this set up maybe by the end of the year or early next year, I think we'd probably be in a spot, so.\",\"timestamp\":\"00:16:30\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, sounds good.\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, cool.\",\"timestamp\":\"00:16:42\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, like I said, I'll work on that right now.\",\"timestamp\":\"00:16:43\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then, yeah, if you guys have any other questions or if Stuart wants to hop on too, you know, we're both happy to hop on it again, answer anything, go over anything or, you know, and, you know, just address anything in more detail too.\",\"timestamp\":\"00:16:45\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but yeah, well, sounds good.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'll give you guys some time back.\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'll give you some time.\",\"timestamp\":\"00:16:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Any other questions, Sean, Ken?\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"You're on my end.\",\"timestamp\":\"00:17:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nope, I'm all set.\",\"timestamp\":\"00:17:05\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, sounds good.\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll work on everything on our end and then, yeah, just let us know if anything else comes up.\",\"timestamp\":\"00:17:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:17:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, gentlemen.\",\"timestamp\":\"00:17:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Appreciate the time.\",\"timestamp\":\"00:17:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, of course.\",\"timestamp\":\"00:17:13\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Have a good rest your day.\",\"timestamp\":\"00:17:14\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"You too.\",\"timestamp\":\"00:17:15\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:17:15\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/826153571\"}"},"script":"Fathom | Incoming Log"}
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-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/68ba0cfcd07f0c31ff6a5faf5f73cf128514c69725ab02e725f6
token:68ba0cfcd07f0c31ff6a5faf5f73cf128514c69725ab02e725f6
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"Eric Murphy\",\"team\":null},\"completed\":false,\"description\":\"Email Ken & Sean: data extract spec + pricing (API vs extract)\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/826153571?timestamp=952.9999\",\"recording_timestamp\":\"00:15:52\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Ken Obray\",\"team\":null},\"completed\":false,\"description\":\"Schedule review w\/ Stuart re: API vs data extract; decide approach\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/826153571?timestamp=963.9999\",\"recording_timestamp\":\"00:16:03\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-16T17:20:21Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Discuss eMoney integration options for client data and assets.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=35.0)\\n\\n## Key Takeaways\\n\\n  - [Two integration paths were presented: a low-cost Data Extract for bulk data and a high-cost API for real-time sync.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=255.0)\\n  - [The Data Extract is the clear choice for the primary need (bulk data for asset mapping), costing \\\\~$2.7k total for setup and first year.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n  - [The API is prohibitively expensive at $25k\/year, making it unviable for the current use case.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=739.0)\\n  - [Ken will present both options to CEO Stuart for a final decision, targeting a Q4 2026 or Q1 2027 launch.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=910.0)\\n\\n## Topics\\n\\n### Integration Goal\\n\\n  - [**Primary Need:** Pull three data points from eMoney into a CRM to automate client asset mapping:](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n      - [Client contact info](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n      - [Client name](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n      - [Asset data](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=84.0)\\n  - [**Secondary Need:** Explore a two-way sync for asset allocation changes, but this is not a core requirement.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=112.0)\\n  - [**Context:** The team is migrating from FileMaker to a custom CRM, but the integration approach is unaffected.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=192.0)\\n\\n### Solution 1: Data Extract (Bulk)\\n\\n  - [**Function:** Provides a nightly SFTP dump of all eMoney data (client, asset, Fath, etc.).](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=646.0)\\n  - [**Use Case:** Populating a data store for bulk analysis, not real-time updates.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=306.0)\\n  - [**Cost:**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [Setup Fee: \\\\~$1,600](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [Annual Maintenance: $1,075](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [**Total Year 1: \\\\~$2,675**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n  - [**Rationale:** This is the most cost-effective and fastest path to get the required data in bulk.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=430.0)\\n\\n### Solution 2: API (Real-time)\\n\\n  - [**Function:** REST APIs for real-time, client-by-client data access and two-way sync.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=255.0)\\n  - [**Use Case:** Real-time data refresh and bi-directional sync (e.g., updating eMoney allocations from the CRM).](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=473.0)\\n  - [**Cost:**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n      - [**Annual Recurring Fee: $25,000**](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=753.0)\\n  - [**Rationale:** The high cost makes this option unviable for the current project.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=739.0)\\n\\n## Next Steps\\n\\n  - [**Eric:** Send Ken the Data Extract specification and formal pricing for both options.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=963.0)\\n  - [**Ken:** Present both integration options (Data Extract vs. API) to CEO Stuart for a decision.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=910.0)\\n  - [**Ken:** Communicate the final decision to Eric.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=910.0)\\n  - [**Target Timeline:** Launch by end of 2026 or early 2027.](https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN?tab=summary&timestamp=974.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"Impromptu Zoom Meeting\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/zoom.us\/j\/98701213034?pwd=9pjbZjZctZVwcjbdWhycc5a4tOjkJb.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-16T17:20:08Z\",\"recording_id\":183732716,\"recording_start_time\":\"2026-09-16T17:02:52Z\",\"scheduled_end_time\":\"2026-09-16T17:17:19Z\",\"scheduled_start_time\":\"2026-09-16T17:02:19Z\",\"share_url\":\"https:\/\/fathom.video\/share\/itqMFAGLM3BK7mpBAFbVzpxUxQVwjTxN\",\"shared_with\":\"no_teams\",\"title\":\"Impromptu Zoom Meeting\",\"transcript\":[{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, Sean.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, cool.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so Sean, sorry, I just saw your note taker.\",\"timestamp\":\"00:00:01\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just, I just approved it.\",\"timestamp\":\"00:00:02\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So you should be good to go now.\",\"timestamp\":\"00:00:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we're, we also, we report all of ours too.\",\"timestamp\":\"00:00:05\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it misses anything, just let me know.\",\"timestamp\":\"00:00:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"can only send the, send the recording as well.\",\"timestamp\":\"00:00:09\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:00:11\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, cool.\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, sounds good.\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds Well, cool.\",\"timestamp\":\"00:00:13\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we can, I know we don't have a whole lot of time, so I'm happy to just jump into it, but, but yeah, pleasure to meet you both.\",\"timestamp\":\"00:00:14\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"I know Ken, I know we emailed a decent amount back and forth, but haven't connected.\",\"timestamp\":\"00:00:20\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"then Sean, it's a pleasure to meet you.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But I'm, I'm your guys' account manager here at, here at eMoney.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know I primarily talk, kind talk with Letty around, you know, um, changes to the account, you know, questions around the account, things like that.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But I know, uh, obviously she, she introduced us to, as you guys had questions around, you know, setting up a potential APIs and what was it?\",\"timestamp\":\"00:00:35\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Uh, file, file maker project is a CRM to potentially build out like a two way integration.\",\"timestamp\":\"00:00:42\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that sound correct?\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, perfect.\",\"timestamp\":\"00:00:47\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, happy to walk through that today.\",\"timestamp\":\"00:00:48\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I have my colleague, uh, Reggie, Reggie Hands here, um, who's one of our internal engineers who, um, you know, will be able to answer any more, you know, technical questions.\",\"timestamp\":\"00:00:50\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"questions again, dive deeper.\",\"timestamp\":\"00:00:58\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so like I said, we can kind of keep it super, super high level today.\",\"timestamp\":\"00:01:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"If you could just give us kind of like an overview of exactly what you guys are looking to do.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And like I said, we can kind of go from there.\",\"timestamp\":\"00:01:15\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But were there any initial questions or anything, you know, else you guys wanted to cover today, as well?\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"No, it was pretty straightforward.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I'm just looking for really, it's three pieces of information primarily.\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's really not super complicated, at least from my understanding of how this should work, but really just basic client contact information, their name, and then their asset data.\",\"timestamp\":\"00:01:29\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If we can have that pulled in.\",\"timestamp\":\"00:01:41\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Ultimately, what we're trying to do on our end is to set up some automations around being able to map out assets for clients.\",\"timestamp\":\"00:01:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We had mentioned the two-way integration.\",\"timestamp\":\"00:01:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not exactly sure what that use case is going to look like, but I was told that we need to look into that and see if that's something that we can...\",\"timestamp\":\"00:01:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm assuming if we were to make a change, let's say, on our CRM in terms of the actual asset allocations, that it would map back to e-money, and then it would make those adjustments.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So regardless, if that's a capability, we want to look into that, but it's really just that.\",\"timestamp\":\"00:02:10\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"It's pretty basic information that we're looking to pull.\",\"timestamp\":\"00:02:16\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah, and that's pretty much it.\",\"timestamp\":\"00:02:21\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"don't know, Sean, if you have any questions.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I don't know.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I know what e-money is because I've seen my financial advisor use it, but I don't know how you guys intend to use it.\",\"timestamp\":\"00:02:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know the API on the back end because I've never taken a look at it.\",\"timestamp\":\"00:02:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't, I mean, I'm assuming that it helps you guys get connected to the accounts and you're just looking to pull the accounts into the system so that they're not being hand entered.\",\"timestamp\":\"00:02:42\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's it.\",\"timestamp\":\"00:02:56\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:02:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it'll save some time on the back end with us.\",\"timestamp\":\"00:02:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We were just talking about-Money across the board for almost all of our planning that we've been doing for clients.\",\"timestamp\":\"00:03:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, third-party application that we've been utilizing, but if we could have that information start to feed directly into FileMaker.\",\"timestamp\":\"00:03:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Now that we're moving over to the new desktop application, I'm assuming it all feeds from the same place, right, Sean, or do we need to look at something different?\",\"timestamp\":\"00:03:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"No, it's the same thing.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't want to interject.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're actually moving away from FileMaker, but it's all the same.\",\"timestamp\":\"00:03:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:03:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Integration-wise, there's no difference.\",\"timestamp\":\"00:03:42\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you have a data lake?\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"A what?\",\"timestamp\":\"00:03:48\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"I said a data lake, but do you have your own data store?\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"when you move away from FileMaker, will you maintain your data yourself?\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"You switch to whatever CRM you want and feed it from there?\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we're already working on that, and we already have several APIs that we connect to in addition to the internal system.\",\"timestamp\":\"00:04:05\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"So there are two approaches to speak to the going to the using APIs to pull that data.\",\"timestamp\":\"00:04:15\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"I included in the chat here a URL to the developer portal.\",\"timestamp\":\"00:04:26\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"In short, all of the APIs are REST APIs.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"The basic set of APIs has everything you're looking for where you can pull the client information.\",\"timestamp\":\"00:04:42\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"You can grab assets for that client and so forth.\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"This isn't a limitation, it's a feature.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"You're doing that one client at a time.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the way it's designed.\",\"timestamp\":\"00:05:03\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"If, on the other hand, you want it to grab all the data in bulk across all of your users, and again, it really depends on your use case.\",\"timestamp\":\"00:05:06\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"If this isn't a, hey, when I look at this client, I want to refresh it, and it's more of a, I just want to have all the data.\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We could talk about setting up a data extract for you, where you get a nightly dump of everything that's in eMoney.\",\"timestamp\":\"00:05:25\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm talking about all the Fath data, all of the...\",\"timestamp\":\"00:05:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would probably be that.\",\"timestamp\":\"00:05:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In my experience, yes.\",\"timestamp\":\"00:05:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In my experience, I'm going to assume that Stuart wants the data on hand for, so he can see it all, not just by client, I would assume.\",\"timestamp\":\"00:05:42\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's why I suggested it.\",\"timestamp\":\"00:05:55\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"It sounded like...\",\"timestamp\":\"00:05:58\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, especially when you said you're moving away from FileMaker, it sounded like you wanted access to the data more so than the real time connection to get the updates.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're connected to some other APIs and we do this.\",\"timestamp\":\"00:06:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We grab the data and that limitation has happened in some other APIs.\",\"timestamp\":\"00:06:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I know that that's what we're going to be after is the bulk of the data, not just individual contacts.\",\"timestamp\":\"00:06:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, know, don't get me wrong, they will use individual contacts, but I think the bulk, you know, access to the bulk data would probably be a thing, and I, you know, in the past, we've, we've run into some APIs that have similar things.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we probably could work around that and just go through every contact, but that's a lot of, you know, very noisy on your end and I don't know if, you know, if there's a way to work.\",\"timestamp\":\"00:06:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'd prefer to do it that way, and I know that they'll use that bulk data or be expecting that.\",\"timestamp\":\"00:07:01\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no reason we can't do both.\",\"timestamp\":\"00:07:10\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Definitely the data extract is probably the cheapest, fastest option.\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, that might be the crawl and the crawl, walk, run sort of approach.\",\"timestamp\":\"00:07:21\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But you're certainly able to think about going with the APIs as well.\",\"timestamp\":\"00:07:28\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, I don't want to, like, just at this high level, I don't want to tell you ones off the table.\",\"timestamp\":\"00:07:35\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But, again, just in terms of populating your data store, you know, the data extract is the best tool for that.\",\"timestamp\":\"00:07:44\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"In terms of the bi-directional syncing of data from one system to the\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Of course, that's the APIs.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"They will do the job.\",\"timestamp\":\"00:08:02\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But again, it depends on what your need is, what real-time means to you.\",\"timestamp\":\"00:08:06\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"For some organizations, real-time is every 30 seconds.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Other people, real-time is, yeah, we're going in once a day.\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'm assuming for the asset stuff, it probably, once a day, is fine.\",\"timestamp\":\"00:08:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Ken, are you guys trying to, what's the workflow internally?\",\"timestamp\":\"00:08:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're using it now, or you're not using it now?\",\"timestamp\":\"00:08:31\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not using it now.\",\"timestamp\":\"00:08:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, do you want to be able to populate the contact in eMoney, so you're not re-entering everything, I'm assuming?\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, get started and keep it updated?\",\"timestamp\":\"00:08:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And in addition to going the asset back?\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"That could be a use case.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I haven't really discussed that.\",\"timestamp\":\"00:08:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"With Letty, but I mean, that could take out some steps if we were to, well, I mean, you don't want to be, you don't want the team to have to do anything that were, you know, reproduce, copy and paste from, you know, the APS, you know, APSI desktop, that would be, you know, any redundancy we want to eliminate.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So think about that.\",\"timestamp\":\"00:09:21\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If that allow us to do that, that'd be beneficial.\",\"timestamp\":\"00:09:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just think about how that works, because I don't know that you want everybody any money and I don't know what effect that has on, you know.\",\"timestamp\":\"00:09:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, you know, because you guys have a lot of stage progression or something, like once it gets passed.\",\"timestamp\":\"00:09:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:09:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you're, yeah, if your opportunity actually was, or maybe for your first appointment, if you need that there, you need to So think about that.\",\"timestamp\":\"00:09:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I don't know.\",\"timestamp\":\"00:09:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can make a lot of assumptions and I don't, but I don't want to, you know, implement something and then fall back to it.\",\"timestamp\":\"00:09:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So think about, you know, how that happens.\",\"timestamp\":\"00:09:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sure with the API, we can get all that going, but on your, on your guys.\",\"timestamp\":\"00:09:55\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"With that said, do you guys have any questions for me or Eric?\",\"timestamp\":\"00:10:06\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Again, just at the high level, both options are available.\",\"timestamp\":\"00:10:14\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We can share the specification for the data extract after this call, but the documentation for all of our available APIs are available at that link I shared, developer.emoneyadvisor.com.\",\"timestamp\":\"00:10:18\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Signing up, you don't have to have a license-free money.\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"It just requires you to sign up and accept the terms and conditions.\",\"timestamp\":\"00:10:38\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:10:45\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we did the data extract, it sounds like that's not an API.\",\"timestamp\":\"00:10:46\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"How does that information...\",\"timestamp\":\"00:10:51\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"That information is going to be delivered nightly on an SFTP site.\",\"timestamp\":\"00:10:53\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We generally default to ours, and you pick it up, but if you have your own, we can configure it to deliver it to your SF2P server.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could do it either way.\",\"timestamp\":\"00:11:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can definitely configure something for you, or, you know, I'm happy to pick it up from there.\",\"timestamp\":\"00:11:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that it matters one way or another.\",\"timestamp\":\"00:11:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it's usually not a good deal.\",\"timestamp\":\"00:11:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we have some flooring clients that have an old XML that gets delivered like that, so I'm familiar with that.\",\"timestamp\":\"00:11:24\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:11:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Works for us.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that sounds good.\",\"timestamp\":\"00:11:39\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"I can jump in here a little bit then.\",\"timestamp\":\"00:11:44\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just thinking of just where to kind of take this, too.\",\"timestamp\":\"00:11:46\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So obviously, you know, we can send, like what I just said, we can send over whatever documentation you guys need.\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But I just want to make sure that, you know, we know exactly because we're kind of talking about two different things now.\",\"timestamp\":\"00:11:53\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, Ken, obviously you're talking about...\",\"timestamp\":\"00:11:58\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, you know, limiting kind of redundancy, things like that, building out this further integration?\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Or is it really just the data that you guys do need?\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Because like what Reggie said, there's a big price tag difference between the two of them, and also timeline implementation, things like that, and, you know, resources on your guys' end of what needs to get done as well.\",\"timestamp\":\"00:12:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:18\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I mean, we might need to discuss that, because what conversations that I've had with Stuart, our CEO at this point, has been more on the API side, the data pool, which sounds like that's going to be a costly, a more costly option.\",\"timestamp\":\"00:12:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But what kind of a difference are we talking about there in overall cost?\",\"timestamp\":\"00:12:33\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So in terms of like API costs, like, you know, the basics are going to start around, which sounds like would be a better fit.\",\"timestamp\":\"00:12:36\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Would they start around, you know, call it like 25,000 is going to be the kind of the starting rate for that versus like, it's just a standard data extract.\",\"timestamp\":\"00:12:43\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like, what's the exact pricing?\",\"timestamp\":\"00:12:51\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like around like $1,600 for a setup fee.\",\"timestamp\":\"00:12:53\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then like the annual recurring maintenance on it is only, you know, 1,075.\",\"timestamp\":\"00:12:55\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's a significant difference.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:02\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:02\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But like what Reggie said, right.\",\"timestamp\":\"00:13:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, when we're, you know, when we're thinking APIs, you know, obviously the two way and things like that.\",\"timestamp\":\"00:13:04\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And it's like, you know, if you guys are, you know, staying with FileMaker Pro, or if there's something else you guys are going to put in, then, you know, definitely build that out.\",\"timestamp\":\"00:13:08\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, if it really is just the data that you guys need, you know, obviously it's a significantly cheaper option.\",\"timestamp\":\"00:13:15\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But like even what Sean was saying too, with APIs, in terms of like the setup process, getting the data in the money, you know, that that's where the real value is, you know, building up integration.\",\"timestamp\":\"00:13:20\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But in terms of, you know, that relationship with FileMaker Pro, so is that kind of like a foregone conclusion that you guys are moving away?\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Or is that, you know, slow kind of over time?\",\"timestamp\":\"00:13:35\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's slow.\",\"timestamp\":\"00:13:40\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's slow.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:42\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, gotcha.\",\"timestamp\":\"00:13:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I know, I don't think it's slow, but we are moving away.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't have a...\",\"timestamp\":\"00:13:49\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"No, sorry about that.\",\"timestamp\":\"00:13:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we're just, we're transitioning.\",\"timestamp\":\"00:13:54\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The systems will come online as...\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have users testing certain parts of the system now, so it is coming online.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:14:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Slow is a relative term.\",\"timestamp\":\"00:14:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Some people think it's probably slow.\",\"timestamp\":\"00:14:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Some people think it's probably too fast.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, exactly.\",\"timestamp\":\"00:14:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"My experience, we're moving very quickly.\",\"timestamp\":\"00:14:13\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"There you go.\",\"timestamp\":\"00:14:17\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you guys have a CRM in place then, right?\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, that you're moving towards?\",\"timestamp\":\"00:14:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just a custom stack.\",\"timestamp\":\"00:14:25\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Custom.\",\"timestamp\":\"00:14:27\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we talking like Salesforce or is it custom built?\",\"timestamp\":\"00:14:30\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:14:34\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because that's something too, again, with the APIs, if it is something.\",\"timestamp\":\"00:14:36\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Because once you have that, say you guys purchase the APIs, right?\",\"timestamp\":\"00:14:38\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not like this is just for FileMaker Pro.\",\"timestamp\":\"00:14:41\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"That's something where with that annual 25,000 recurring fee, you guys can go, again, whatever you guys want to transition towards or whatever, you can build it out.\",\"timestamp\":\"00:14:44\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then that 25,000 goes towards that fee of our team as well to help facilitate that with you guys as well.\",\"timestamp\":\"00:14:53\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's go.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's Let's\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So, sorry, just to reiterate that, you said $25,000, and that's a recurring yearly fee for the API.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:15:06\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Very good.\",\"timestamp\":\"00:15:09\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, yeah.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Data gathering, I'll run it up the chain, make sure the CEO is good with it, and then have him make a decision, ultimately, of what we want to do here.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But, yeah, this has been very helpful.\",\"timestamp\":\"00:15:17\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So as far as next steps, and if we decide to go one direction or the other, the URL you sent over, that will give us access to both?\",\"timestamp\":\"00:15:21\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"Access to the API information?\",\"timestamp\":\"00:15:29\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"We will share the specification for the data extract after, I didn't think to have it prepped up for you before.\",\"timestamp\":\"00:15:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"you're fine.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"But we'll share that with you.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Reginald Hands\",\"matched_calendar_invitee_email\":null},\"text\":\"And, again, from what you were saying, you know, it seems like that might meet your needs, but, again, we're happy to dig into your use cases as you evolve.\",\"timestamp\":\"00:15:48\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds good.\",\"timestamp\":\"00:16:02\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, cool.\",\"timestamp\":\"00:16:03\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, then, yeah, like what Reggie said, we'll work on that, and I'll send you guys a follow-up with the SPACs as well as I'll send over the pricing as well just so you guys have a concrete number.\",\"timestamp\":\"00:16:04\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"But in terms of, Ken, meeting with Stuart, what's kind of the timeline in terms of, you know, obviously meeting with him, then obviously just kind of implementation in general of how quick you guys would want to move on this?\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if we really have like a time expectation at the moment.\",\"timestamp\":\"00:16:26\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So we've got a few projects that we're currently working on, but if we can get this set up maybe by the end of the year or early next year, I think we'd probably be in a spot, so.\",\"timestamp\":\"00:16:30\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, sounds good.\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, cool.\",\"timestamp\":\"00:16:42\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, like I said, I'll work on that right now.\",\"timestamp\":\"00:16:43\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"And then, yeah, if you guys have any other questions or if Stuart wants to hop on too, you know, we're both happy to hop on it again, answer anything, go over anything or, you know, and, you know, just address anything in more detail too.\",\"timestamp\":\"00:16:45\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but yeah, well, sounds good.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'll give you guys some time back.\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'll give you some time.\",\"timestamp\":\"00:16:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Any other questions, Sean, Ken?\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"You're on my end.\",\"timestamp\":\"00:17:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nope, I'm all set.\",\"timestamp\":\"00:17:05\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, sounds good.\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Eric Murphy\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll work on everything on our end and then, yeah, just let us know if anything else comes up.\",\"timestamp\":\"00:17:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:17:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, gentlemen.\",\"timestamp\":\"00:17:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Appreciate the time.\",\"timestamp\":\"00:17:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, of course.\",\"timestamp\":\"00:17:13\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Have a good rest your day.\",\"timestamp\":\"00:17:14\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"You too.\",\"timestamp\":\"00:17:15\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:17:15\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/826153571\"}"},"script":"Fathom | Incoming Log"}
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Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"Ken Obray\",\"team\":null},\"completed\":false,\"description\":\"Discuss eMoney Data Connect vs Plaid w\/ Stuart; post decision to internal messaging board for Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/826174760?timestamp=1497.9999\",\"recording_timestamp\":\"00:24:57\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-16T17:48:44Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Evaluate eMoney integration options for the new custom CRM.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=0.0)\\n\\n## Key Takeaways\\n\\n  - [**The Problem:** Advisors use eMoney for planning but often skip the CRM, creating a data gap for the processing team.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=574.0)\\n  - [**The Options:**](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n    1.  [**Full API Integration:** Syncs data bi-directionally but costs $25k\/yr.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=102.0)\\n    2.  [**Data Extraction:** Pulls raw data from eMoney via an old-school X12 feed ($1.6k setup, $1k\/mo), but requires manual data mapping.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n    3.  [**Plaid Integration:** A cheaper alternative for account aggregation only.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=71.0)\\n  - [**The Strategy:** A two-phase plan: start with data extraction, then build a custom planning tool to replace eMoney entirely.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1423.0)\\n\\n## Topics\\n\\n### The Data Gap Problem\\n\\n  - [Advisors consistently use eMoney for financial planning but are inconsistent with CRM data entry.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=574.0)\\n  - [**Result \u2192** The processing team lacks the data needed for workflows (e.g., Morningstar reports, asset maps), creating a significant bottleneck.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=268.0)\\n\\n### Option 1: Full eMoney API Integration\\n\\n  - [**Cost:** \\\\~$25,000 per year.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=102.0)\\n  - [**Benefit:** Eliminates dual entry by syncing data bi-directionally between eMoney and the CRM.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=552.0)\\n  - [**Risk:** High cost for a \\\"middleman\\\" tool that may not be the long-term solution.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=37.0)\\n\\n### Option 2: eMoney Data Extraction\\n\\n  - [**Cost:** $1,600 one-time setup + $1,000 per month.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n  - [**Method:** Uses an old-school X12 feed to pull raw data from eMoney.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1355.0)\\n  - [**Benefit:** Quickest and cheapest path to get eMoney data into the CRM.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n  - [**Risk:** Requires manual data mapping to client records, creating a new bottleneck.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1260.0)\\n\\n### Option 3: Plaid Integration\\n\\n  - [**Function:** A cheaper alternative for account aggregation only.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=71.0)\\n  - [**Limitation:** Does not include eMoney's planning tools (tax, income, social security).](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=242.0)\\n  - [**Feasibility:** High, as the primary custodians are Schwab (\\\\~70%) and Fidelity (\\\\~30%).](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=673.0)\\n\\n### Proposed Strategy: Two-Phase Plan\\n\\n  - [**Phase 1 (Immediate):** Implement the data extraction method to solve the data gap quickly.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n  - [**Phase 2 (Long-Term):** Build a custom financial planning tool directly into the CRM to replace eMoney entirely.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=817.0)\\n      - [**Rationale:** This aligns with Stuart's long-term vision for a fully integrated, unique platform.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=817.0)\\n      - [**Enabler:** Modern web technologies make this feasible and allow for a robust client portal.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=944.0)\\n\\n## Next Steps\\n\\n  - [**Ken:** Discuss the three options and the two-phase strategy with Stuart.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1508.0)\\n  - [**Ken:** Report the final decision back to Sean via the internal messaging board.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1508.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"Impromptu Zoom Meeting\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/86589436307?pwd=DX3PgbfCRdAj3kI72naukx6a8Bxlxu.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-16T17:48:35Z\",\"recording_id\":183739780,\"recording_start_time\":\"2026-09-16T17:21:57Z\",\"scheduled_end_time\":\"2026-09-16T17:35:47Z\",\"scheduled_start_time\":\"2026-09-16T17:20:47Z\",\"share_url\":\"https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1\",\"shared_with\":\"no_teams\",\"title\":\"Impromptu Zoom Meeting\",\"transcript\":[{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hey, have you used eMoney before?\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I've seen my advisor, my financial advisor use it before, but I don't know, like, I don't remember how, and I know that we're, I'm all connected to it through Schwab, because I can see it up on the screen.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I know they use it somehow for their, they have another system that they bring it in to you.\",\"timestamp\":\"00:00:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm assuming they're kind of doing what you're talking about, because I can picture it all in my mind.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:00:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's, I think that's what they use is like their internal system.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm always cognizant for you guys to switch to this, to something like that, if that's just another middleman.\",\"timestamp\":\"00:00:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I just want to make sure like, that's the best product because like, tell me how you guys intend to use it.\",\"timestamp\":\"00:00:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, are you, your client comes in, how do you connect?\",\"timestamp\":\"00:00:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I'm assuming you're trying to connect their financials to this.\",\"timestamp\":\"00:00:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What you're trying to gain out of this, and then we're trying to, and we're trying to extract their financials from this.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wonder if we can pull that from like an Orion, for example, because I think we're already.\",\"timestamp\":\"00:01:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you can use something like Plaid.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I, and I think, well, I think Plaid would be cheaper, but again, what else are you doing in there?\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we need to think about all, like, if you're going to be really using the financial planning tools and you're, you're not just getting it to only.\",\"timestamp\":\"00:01:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause I know my, when I go in, my client, my advisor shows me like, here's your track to retirement.\",\"timestamp\":\"00:01:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're 90% of the way, you know, you're 90% towards your goal and blah, blah, blah.\",\"timestamp\":\"00:01:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I can see my kids .\",\"timestamp\":\"00:01:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you're going to use it for all of those tools, that that's fine.\",\"timestamp\":\"00:01:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But $25,000 a year, I think we'll go a long way with something like Plaid.\",\"timestamp\":\"00:01:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If, if that will work, if we can just use that to connect the client's accounts, you know?\",\"timestamp\":\"00:01:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I didn't realize it was going to cost that much.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I figured there'd be some costs associated, but $25,000 is pretty steep, and I don't know if it's going to be wanting to...\",\"timestamp\":\"00:02:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I guess the data extraction part didn't sound that expensive.\",\"timestamp\":\"00:02:09\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"It didn't.\",\"timestamp\":\"00:02:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If that will accomplish what we need, then sure.\",\"timestamp\":\"00:02:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But here again, here's the other thing.\",\"timestamp\":\"00:02:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's another thing that we don't have access to.\",\"timestamp\":\"00:02:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you do it that way, without the $25,000, you're going to be entering everything into it that you need to connect.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where maybe we want to eliminate that if we can use something like Plaid, connect the client's account directly from the system, and that pushes adoption of the internal system or the advisors.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who does that?\",\"timestamp\":\"00:02:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who makes that connection?\",\"timestamp\":\"00:02:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How does that work?\",\"timestamp\":\"00:02:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I have an advisor, there's an assistant for him, and then there's two processors and assistants beyond that.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't know like...\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what the whole dynamic is.\",\"timestamp\":\"00:03:01\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"The way we've been doing it, during the conversation, it's usually during the initial consultation.\",\"timestamp\":\"00:03:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So that first appointment, the advisor's sitting with the client, and then they'll send out an email invite to the client to link up, and they'll start filling out the portal information.\",\"timestamp\":\"00:03:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Or in some cases, the advisor might be filling out the information.\",\"timestamp\":\"00:03:22\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Where are they doing that?\",\"timestamp\":\"00:03:25\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"In eMoney itself.\",\"timestamp\":\"00:03:26\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So they'll pull up eMoney while they're having the conversation, and they'll either send out, they'll blast out the invite, or the advisor may even create the account, start filling in the client information for them, so that when they come back for the portfolio analysis, if that's the direction the conversation's going, we have all that information already established, and then we can start to show them.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they're actually connecting their accounts that way?\",\"timestamp\":\"00:03:46\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"In most cases, yes.\",\"timestamp\":\"00:03:50\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the client, well, they'll connect it through the email link that they get, which Plaid is the same way, from my understanding.\",\"timestamp\":\"00:03:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We could set up, yeah.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think the difference would be like Plaid is purely just looking at the financial accounts where the e-money we're utilizing for like our tax planning and we're using it for our income planning and social security and all that .\",\"timestamp\":\"00:04:02\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's a little bit of that.\",\"timestamp\":\"00:04:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you're going to do that, yeah.\",\"timestamp\":\"00:04:14\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Which I don't think we were planning to pull any of that information into the CRM anyway, because again, redundancy, like if we could pull that up in e-money, then we don't really need that in FileMaker or in the APSI desktop.\",\"timestamp\":\"00:04:16\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, from the way that it was described to me when we were talking about this is they're really just looking for some automation for our processing team.\",\"timestamp\":\"00:04:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's say if the client decides they want to move forward or move to the PA and we need to build out those Morningstar reports or the asset maps to identify like which accounts are going to be coming over.\",\"timestamp\":\"00:04:40\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"They wanted that to pull automatically from e-money what was already entered in either by the advisor or what was linked up by the client.\",\"timestamp\":\"00:04:51\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"And that money feed or so that that.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"That\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're already trying to accomplish a lot of that in FileMaker.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it just seems I don't want to get it any more redundancy.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:05:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, so in FileMaker, when you say that, where are we pulling that information from now?\",\"timestamp\":\"00:05:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it comes from Orion, it comes from data imports, comes from data entry, you know.\",\"timestamp\":\"00:05:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, I would prefer not to have another third party because it just creates more noise anyways.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, if that information is already coming in.\",\"timestamp\":\"00:05:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's not, so you're using different things again.\",\"timestamp\":\"00:05:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you're jumping over to eMoney, we have to assume that they're synchronized in some way, right?\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you don't know what's in FileMaker versus eMoney and back and forth because we're not paying for the API, we're just extracting the data, I don't know.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it seems to me like we, you know, we could definitely get you connected.\",\"timestamp\":\"00:05:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If to let the clients connect via Plaid, if they need to put their Schwab account in, we could let them do that.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could connect whatever you're doing that eMoney is gathering.\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just need to know what that is.\",\"timestamp\":\"00:06:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we could build all that.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can have that all integrated into the system, especially now, since the system is fully web-based or not fully, but partially web-based, we can send out links.\",\"timestamp\":\"00:06:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm actually converting a flooring database right now, the same as you guys, most of the databases, and they collect a  ton of signatures, proving material, and it's less complicated and less security-driven than your guys' business, obviously, but it's the same concept.\",\"timestamp\":\"00:06:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, you're still asking, you know, you still need approval for things, you're getting signatures, you're getting, you know, confirmations along the way, and they can do all these things.\",\"timestamp\":\"00:06:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you need, if you're sitting in front of the client, rather than having to, because without the 25,000, if that client's...\",\"timestamp\":\"00:06:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Without that, you're going to have to reenter everything in eMoney, send it out through eMoney, then we've to pull that data from eMoney.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"For me, it's simpler and more straightforward to use something like Plaid, where we're actually just connecting that and pulling the data into FileMaker.\",\"timestamp\":\"00:07:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm going to say FileMaker, but it's not FileMaker.\",\"timestamp\":\"00:07:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's your new custom app.\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just call FileMaker too, because that's easier.\",\"timestamp\":\"00:07:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I do the same thing.\",\"timestamp\":\"00:07:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We need to come up with a name.\",\"timestamp\":\"00:07:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I've been calling it APSI Desktop, but I mentioned to the- That's a mouthful too, though.\",\"timestamp\":\"00:07:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know.\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mentioned to somebody over there that you guys should have, maybe at the Christmas party this year, you guys should have a competition to name it.\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"know when I was- Yeah, brought that up.\",\"timestamp\":\"00:07:41\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think he liked your idea.\",\"timestamp\":\"00:07:43\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, good.\",\"timestamp\":\"00:07:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, we did that one year.\",\"timestamp\":\"00:07:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"had an internal system at the first software company I worked for.\",\"timestamp\":\"00:07:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember what the name was, but my name didn't get picked.\",\"timestamp\":\"00:07:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I remember the name, I remember thinking the name was real dumb.\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:07:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know, but whatever.\",\"timestamp\":\"00:07:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So- ...\",\"timestamp\":\"00:07:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you know, give it a name and we can update all that.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that helps with kind of like people, you know, feeling close to it.\",\"timestamp\":\"00:08:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Plus, you don't got some dorky, you know, it's a little buy in and they feel like there's, yeah, for sure.\",\"timestamp\":\"00:08:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:08:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But again, buy in the whole thing with buy in is this has to be people are going to stop if, if, if people feel like e-money works for them and it might, right?\",\"timestamp\":\"00:08:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, here's the problem.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, if, if somebody feels like e-money works for them, then they just start using e-money and they're not using what you expect them to use.\",\"timestamp\":\"00:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then the rest of the team isn't getting the data they need.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we fall into that same trap again, where, you know, some people don't like using it.\",\"timestamp\":\"00:08:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, that's one thing.\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it's often, don't figure out why they don't like using it, right?\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They just don't like using it.\",\"timestamp\":\"00:08:53\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't say anything, right?\",\"timestamp\":\"00:08:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Or they're just used to using something else.\",\"timestamp\":\"00:08:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But we, we have that gap then of\",\"timestamp\":\"00:08:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If Advisor X is using eMoney exclusively, we're still falling into that same trap gap where the processors don't have what they need because it's an eMoney, and we're not pulling it via the API or whatever.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And again, if we don't buy into that API gap, if you're going to do it, I think that you really need, from what I can picture and what I see, you're probably going to need that API as well.\",\"timestamp\":\"00:09:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because they're not going to want to enter everything in FileMaker and then have to enter it again.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I think you hit it on the head.\",\"timestamp\":\"00:09:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that is our issue, because all the advisors are using eMoney for the planning aspect of it, but it's 50-50 whether or not they're jumping into the CRM.\",\"timestamp\":\"00:09:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think Stuart was thinking, if we can have that data extracted, to have the data pulled directly from eMoney, because we know that the advisors are in there working with that, but they're not necessarily entering the information in, then it kind of removes that.\",\"timestamp\":\"00:09:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"don't it.\",\"timestamp\":\"00:09:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So you.\",\"timestamp\":\"00:09:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know, you know, that kind of the human element of it where if the advisor decides they don't want to do it, now it's falling on the process just to do it, and they're just adding to their workload.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you know how, I mean, I've seen it.\",\"timestamp\":\"00:10:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How complicated is the planning?\",\"timestamp\":\"00:10:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It depends on the client, I guess.\",\"timestamp\":\"00:10:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:10:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I don't want to say that probably, to me, that sounds like probably the most complicated thing maybe you guys do is that, and maybe that's where the value of any money is.\",\"timestamp\":\"00:10:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because it's not in pulling the financial data, because I'm sure they're, it's possible that they made all those connections with those third parties, but I'm guessing they're probably using something like Plaid too.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because all, Plaid is just an aggregator, that's what they get paid for, you know, they build all the, they reach out, they make all the connections, and then you don't have to do it, right?\",\"timestamp\":\"00:10:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just, you know, their API normalizes the data and delivers it the same way every time.\",\"timestamp\":\"00:10:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Aggregator.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Aggregator.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why they're valuable.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Take us forever to try to connect to Schwab and Wolf Fargo and whatever else, you know, and you guys are connecting like multiple types of accounts, right?\",\"timestamp\":\"00:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you're not, are you just connecting to Schwab or are you connecting to other things?\",\"timestamp\":\"00:11:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause that's who your main...\",\"timestamp\":\"00:11:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The bulk of what we do is Schwab.\",\"timestamp\":\"00:11:20\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I would say probably 70% of what we work with is Schwab and then maybe the rest of 25, 30% is Fidelity.\",\"timestamp\":\"00:11:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So we do have, we do have some of those accounts will be pulling too, but yeah, it's just those two really as far as custodian.\",\"timestamp\":\"00:11:30\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that's going to make that part is easy.\",\"timestamp\":\"00:11:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if you're, if that's all it is, I would say flat all the way, but again, the planning aspect of it, I don't know.\",\"timestamp\":\"00:11:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't know what it takes to build that out.\",\"timestamp\":\"00:11:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause I don't know about, I mean, I, I've seen it.\",\"timestamp\":\"00:11:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know what it looks like on the screen.\",\"timestamp\":\"00:11:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:11:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"A chart.\",\"timestamp\":\"00:11:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I know that he, you know, moves how much I'm putting away every month.\",\"timestamp\":\"00:11:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"not doesn't, weeks\",\"timestamp\":\"00:11:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And he moves the numbers around and I see it adjust.\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sure we can figure that out, but I don't know all the different aspects of that.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think what I envisioned when we were talking about this was as the advisor or the clients entering in their asset information, all the account information in the eMoney, and Plaid will do the same thing, I think probably more accurately if we're actually linking up directly to those accounts.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But if we have an idea within eMoney of what exactly goes into the portfolio, even if we're not going to be managing it, if we could still pull that information into the CRM, and then from there, the advisor can dictate, hey, this account's going to move, this account's going to move, and then we could start the rollover process for those accounts within, like, kick off the workflows for that.\",\"timestamp\":\"00:12:25\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"that's kind of what, that's how I pictured that working out, how we would use that information.\",\"timestamp\":\"00:12:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you\",\"timestamp\":\"00:12:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other aspect of it is maybe you just let the advisors enter it in, and we just go with the data connection for now, and then maybe long-term our goal could be to switch away from e-money to reduce that cost and further integrate, kind of like what we're doing with taxes, and I forget the name of the tax system that they're going to use.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I forget to mention it all the time.\",\"timestamp\":\"00:13:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that last one was terrible.\",\"timestamp\":\"00:13:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hopefully this one's better.\",\"timestamp\":\"00:13:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, long-term goal is to hopefully, you know, build something that works system-wide, you know.\",\"timestamp\":\"00:13:30\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you think we could ever build out like our own internal e-money?\",\"timestamp\":\"00:13:37\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I know 100% you can.\",\"timestamp\":\"00:13:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you think Stuart has an appetite to do something like that?\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that could, I mean.\",\"timestamp\":\"00:13:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know 100% that he does.\",\"timestamp\":\"00:13:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I know 100% that he does.\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would be surprised if he wasn't picturing that in his mind.\",\"timestamp\":\"00:13:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just, you\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You it's just a matter of getting there.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But yeah, I'm, I'm up for it.\",\"timestamp\":\"00:14:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I've already committed, you know, more time and, and both, both currently and in the future.\",\"timestamp\":\"00:14:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, I'm up for it.\",\"timestamp\":\"00:14:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just, if there's someone on your end that, because I don't, again, I like, I was trying to explain this to Rebecca the other day.\",\"timestamp\":\"00:14:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that the pains that you have, and I don't know the goals that you have all the time.\",\"timestamp\":\"00:14:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can, I have a thousand foot view based on my knowledge.\",\"timestamp\":\"00:14:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, but I don't know the intricacies.\",\"timestamp\":\"00:14:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So someone on your end has to kind of explain that to me, whether that's Stuart or you or whomever of where you're, of where you ultimately need to go.\",\"timestamp\":\"00:14:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The troubles that you have, the problems that you have, what the clients expect to see.\",\"timestamp\":\"00:14:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know all those little details.\",\"timestamp\":\"00:14:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I only know from, from my own personal experience, what those are, you know?\",\"timestamp\":\"00:14:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm a pretty easygoing guy when it comes to that.\",\"timestamp\":\"00:14:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I probably trust my finance.\",\"timestamp\":\"00:14:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't ask a lot of questions.\",\"timestamp\":\"00:15:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I don't know if that's good or not.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe not.\",\"timestamp\":\"00:15:06\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"mean, he hasn't led you wrong yet, right?\",\"timestamp\":\"00:15:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I don't know that either.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't know until you know, right?\",\"timestamp\":\"00:15:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sure that's what, oh gosh, one of those guys that got their money stolen.\",\"timestamp\":\"00:15:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nick Cage, his financial advisor, thought he was doing great until he wasn't anymore.\",\"timestamp\":\"00:15:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I mean, long term, ideally, if we could create, because eMoney, most, a lot of, there's a lot of financial advisors that do use it, like you were just mentioning, right?\",\"timestamp\":\"00:15:26\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Like most will use that software.\",\"timestamp\":\"00:15:35\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we could build something in-house to kind of personalize that approach so it's unique to asset preservation, that'd be.\",\"timestamp\":\"00:15:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Listen, anything that you've ever seen anywhere on the internet, we can build that same thing.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not, there's nothing limiting to us.\",\"timestamp\":\"00:15:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And honestly, in the last year, that's just gotten easier with the changes.\",\"timestamp\":\"00:15:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Claude.\",\"timestamp\":\"00:15:58\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Not just Claw.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Clawed is just, you know, that's just the tip of the iceberg.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's so much more.\",\"timestamp\":\"00:16:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just everything.\",\"timestamp\":\"00:16:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, everything has changed.\",\"timestamp\":\"00:16:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's why FileMaker is, you know, falling behind.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They didn't see this coming.\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we could stay on FileMaker, but I mean, it's not the best tool anymore.\",\"timestamp\":\"00:16:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It maybe was at a time and especially not for you guys growing so much.\",\"timestamp\":\"00:16:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And again, I think the one crucial part that I, that we've never done is integrated more with the clients, at least the tech savvy clients.\",\"timestamp\":\"00:16:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know you're always going to have the clients that need their handheld, especially with the retirees that you have.\",\"timestamp\":\"00:16:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, you're going to get into a more savvy in the next, you know, the next year.\",\"timestamp\":\"00:16:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"He's got some, you know, younger retirees.\",\"timestamp\":\"00:16:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They may be a little more savvy and, and we can like a robust client portal where they can follow along and we can communicate with them.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even if it's just handing them an iPad right in front of you too.\",\"timestamp\":\"00:16:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And just going to sit on the other side of the desk with them and walking them through it, you know, these things, can be pretty easy, where we can just have it trigger, you can just have them hold it, we can have them work in conjunction, I'm actually going back to the flooring company again, have this, this tube, where they're measuring, and they've got maybe a larger tablet or computer, and then their phones, they can measure and then see their two are linked together.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we could do something similar like that, where, you know, what you're seeing in the, in the APSI desktop, you hand them the iPad, then you're actually controlling the iPad.\",\"timestamp\":\"00:17:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:17:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you, and when I say controlling, like, you're actually saying, okay, figure, log into Schwab, and just say, okay, go ahead and log into your Schwab account, and then approve, approve, approve, and that, okay, that got you all linked up, I can see your assets coming in now, which is probably something I imagine that, I don't even remember doing that with my advisor, I think they actually had me sign something to, to convert it.\",\"timestamp\":\"00:17:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't\",\"timestamp\":\"00:17:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I how that even works, but from what I kind of remember, I think I just signed something, allowing them access or creating an account.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"LPOA or something maybe, yeah.\",\"timestamp\":\"00:18:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I must, I must have moved everything at some point.\",\"timestamp\":\"00:18:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They, I think what they did is they set up the Schwab account and I already had a Schwab account.\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think I just somehow transferred it, but I don't remember how that all worked.\",\"timestamp\":\"00:18:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't even need to do that anymore.\",\"timestamp\":\"00:18:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think there's literally just one form that we have clients fill out and it gives us access to be able to, like we can see the assets and that we can make changes.\",\"timestamp\":\"00:18:20\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"to it.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't pull money out, but you might assign something like that where they just gave you, or you just gave you access to, I probably didn't read it or even I, I'm sure I'm sure.\",\"timestamp\":\"00:18:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know I got DocuSign.\",\"timestamp\":\"00:18:40\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know I just, yeah, sounds like it's probably what they did.\",\"timestamp\":\"00:18:41\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, and again, and again, if you guys are sending out DocuSigns, those should be integrated in FileMaker too.\",\"timestamp\":\"00:18:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Why am I 100% agree?\",\"timestamp\":\"00:18:55\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:18:56\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:18:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All of that stuff.\",\"timestamp\":\"00:18:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've already.\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've already done five or six DocuSign integrations, and I've asked a few times, like, I don't know if you guys are filling those out and applying the DocuSign, you know, where the signatures go and all that every time.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's not do that anymore.\",\"timestamp\":\"00:19:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can make that totally easier for you guys.\",\"timestamp\":\"00:19:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've mentioned that a couple times, so I don't know if that's usually a pain, you know, having to put where all the signatures go.\",\"timestamp\":\"00:19:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If that's what you're doing, I don't know if your applications are doing that for you or what you guys are using for that.\",\"timestamp\":\"00:19:24\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But I don't.\",\"timestamp\":\"00:19:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because I think we're utilizing Schwab for that.\",\"timestamp\":\"00:19:30\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Primarily, I believe all that's already been mapped out.\",\"timestamp\":\"00:19:33\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So it shouldn't be that man.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but I could go wrong.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not I'm not really involved with that side of the business.\",\"timestamp\":\"00:19:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you know, anything that's a pain, we should.\",\"timestamp\":\"00:19:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we should automate.\",\"timestamp\":\"00:19:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's no reason, you know, nobody's looking to do repetitive work, right now.\",\"timestamp\":\"00:19:47\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I agreed.\",\"timestamp\":\"00:19:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hopefully you're looking for the work that needs to be finished next, not extra work on what.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"There's enough stuff that falls through the cracks that we're not, you know, doing a good job of keeping up on.\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"yeah, however you guys want to approach it, I'm game.\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I, again, we can go as far as you want all the way through, right?\",\"timestamp\":\"00:20:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it's up to you guys how you want to approach it.\",\"timestamp\":\"00:20:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They think there's a solution for everything.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I would prefer to keep everything in the internal system.\",\"timestamp\":\"00:20:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, yeah.\",\"timestamp\":\"00:20:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, again, I don't know what it takes to get, again, without knowing the planning part of this, I know, again, just to recap, I know we can get the financial data connected.\",\"timestamp\":\"00:20:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That part is the, I think, is the easier part.\",\"timestamp\":\"00:20:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't want to say it's easy, but it's easier.\",\"timestamp\":\"00:20:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We already have a place to store the data.\",\"timestamp\":\"00:20:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We already, you know, I already know what it looks like because I see it all the time.\",\"timestamp\":\"00:20:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That shouldn't be a problem if we use Plaid or eMoney.\",\"timestamp\":\"00:20:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank Thank\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If we want the data extract route, and it's just pulling in raw data like that, that would essentially then require us on our end you to map out like where that goes and how that attaches to client records then right is that how that would work.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, so we do run into the whole issue if we don't have the API integration, and we don't know which contact it belongs to up front if you guys are just entering it in on the back end, and then we have to assume when it comes in we have the same issue we have with the Orion data didn't originate in.\",\"timestamp\":\"00:21:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The database, somebody's got to make sure that it maps.\",\"timestamp\":\"00:21:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can make some assumptions as far as, you know, and names and things like that.\",\"timestamp\":\"00:21:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:21:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But again, we've got, we've got multiple locations and duplicated names and until we get that one sorted out.\",\"timestamp\":\"00:21:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That Yeah.\",\"timestamp\":\"00:21:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's sort of, I mean, it's just a matter of, again, kind of like we'd have to do with Calendly and Typeform.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to decide who is this person, right?\",\"timestamp\":\"00:22:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's actually a little easier when, you know, they're not trying to just gain you to go to a, you know, free dinner, you know, they're already a client at least.\",\"timestamp\":\"00:22:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's not as big of a headache as we have to deal with, seminars and things like that.\",\"timestamp\":\"00:22:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's totally, that's all doable.\",\"timestamp\":\"00:22:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The infrastructure is all there.\",\"timestamp\":\"00:22:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you go that route, that would be the quickest, easiest way to do it.\",\"timestamp\":\"00:22:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That would be for you guys to go with the money, keep entering it in.\",\"timestamp\":\"00:22:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll pull the assets through that data connect thing.\",\"timestamp\":\"00:22:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That was whatever, $1,600 up front, $1,000 a month.\",\"timestamp\":\"00:22:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I already, that connection's called X12, the way they do that.\",\"timestamp\":\"00:22:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a really old school way of doing that, like old, like 15 years old, like before APIs were around.\",\"timestamp\":\"00:22:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's how we used to do it.\",\"timestamp\":\"00:22:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They'd send, you'd put stuff in a, in a folder on the web and then you go scrape that folder.\",\"timestamp\":\"00:22:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's, that's how before APIs were\",\"timestamp\":\"00:22:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm totally familiar with that, you know, relatively easy to integrate, maybe even easier than an API as far as just grabbing the data, but we already have a place to put it, and then the only other aspect of that is we've got to build an interface for you guys to connect the data to the contact and try to match it up as best we can, but we already have systems for doing that so I can copy a lot of what's already there.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that's going to be a quick, I mean, that's your down and dirty quickest way to get it in.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The only, you know, again, the only downside of that is the dual entry, that they're going to be doing something in Imani, they're also going to have to be doing something in FileMaker.\",\"timestamp\":\"00:23:32\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, which I would like to eliminate if we could, which, you know, if you did a math on this.\",\"timestamp\":\"00:23:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Two phase process again, you know, you start with that, and then we talk in six months again after we have all the other  we need to do.\",\"timestamp\":\"00:23:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"about how to get the financial planning integrated, and we start working on that.\",\"timestamp\":\"00:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We've got a lot to do, so I don't know.\",\"timestamp\":\"00:24:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It all depends on, all is not going to happen all at the same time.\",\"timestamp\":\"00:24:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even if I had a crew of people working on this, it would never all happen at the same time.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guarantee you.\",\"timestamp\":\"00:24:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've seen teams work on things like this, and they don't generally move any faster than we do.\",\"timestamp\":\"00:24:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I used to work in a software development firm that, you know, I always used to joke that I could build things faster than the six guys that were on it.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I would plan, and then I'd hand it off to the team, and I'd fix their work, and then I'd plan again, and then I'd be like, should I just do this faster with myself?\",\"timestamp\":\"00:24:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why I'm here now by myself.\",\"timestamp\":\"00:24:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Love it.\",\"timestamp\":\"00:24:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, it's all about what order you want to do it.\",\"timestamp\":\"00:24:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, we could do it.\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that may be the best way to approach it, but I'll let you guys just talk on your end about that.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:05\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:06\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, at this point, I've got the information I need to, to at least take it to Stuart.\",\"timestamp\":\"00:25:08\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I, I mean, I've got an idea of what I would like to do, but at the end of the day, you know, he's the one that's going make the call on this.\",\"timestamp\":\"00:25:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll, yeah, I've got, I've got some time set up with him tomorrow.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll chat with him.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll kind of talk through and I'll get back to you as far as like what we decided we want to move forward with.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, best place to follow, but yeah, it's just internal messaging board.\",\"timestamp\":\"00:25:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"sounds like, so I can, I can reach out to you there.\",\"timestamp\":\"00:25:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think so.\",\"timestamp\":\"00:25:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If everybody's happy with that, nobody said that.\",\"timestamp\":\"00:25:37\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I like it seems, I don't I don't think any issues with it.\",\"timestamp\":\"00:25:40\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"seems pretty, uh, seems effective and efficient.\",\"timestamp\":\"00:25:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, cool.\",\"timestamp\":\"00:25:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, yeah, yeah, that's, that's all good.\",\"timestamp\":\"00:25:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm trying to, you know, it's a work in progress.\",\"timestamp\":\"00:25:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm always making changes to it.\",\"timestamp\":\"00:25:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know there's, uh, some things that I'm.\",\"timestamp\":\"00:25:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm still working on in there, but I'm slowly trying to build it out so that it works a little bit better for everybody.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, you know, if you have any suggestions on that, let me know as well.\",\"timestamp\":\"00:26:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can suggest them through the messaging app itself if you want.\",\"timestamp\":\"00:26:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:26:16\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds good.\",\"timestamp\":\"00:26:17\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, Ken.\",\"timestamp\":\"00:26:18\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no suggestions right now, but I appreciate you helping with this.\",\"timestamp\":\"00:26:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, all right.\",\"timestamp\":\"00:26:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Good job security.\",\"timestamp\":\"00:26:25\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"That's true.\",\"timestamp\":\"00:26:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, very true.\",\"timestamp\":\"00:26:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Throw it up in my bucket.\",\"timestamp\":\"00:26:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll keep you busy, man.\",\"timestamp\":\"00:26:31\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:26:33\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, Ken.\",\"timestamp\":\"00:26:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I appreciate you.\",\"timestamp\":\"00:26:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Appreciate the time.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"See ya.\",\"timestamp\":\"00:26:37\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/826174760\"}"},"script":"Fathom | Incoming Log"}
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URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/fb3646123347a64f760a7a8eea8dd1ff6359c0b0bb3674a5bf76
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Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"Ken Obray\",\"team\":null},\"completed\":false,\"description\":\"Discuss eMoney Data Connect vs Plaid w\/ Stuart; post decision to internal messaging board for Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/826174760?timestamp=1497.9999\",\"recording_timestamp\":\"00:24:57\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-16T17:48:44Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Evaluate eMoney integration options for the new custom CRM.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=0.0)\\n\\n## Key Takeaways\\n\\n  - [**The Problem:** Advisors use eMoney for planning but often skip the CRM, creating a data gap for the processing team.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=574.0)\\n  - [**The Options:**](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n    1.  [**Full API Integration:** Syncs data bi-directionally but costs $25k\/yr.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=102.0)\\n    2.  [**Data Extraction:** Pulls raw data from eMoney via an old-school X12 feed ($1.6k setup, $1k\/mo), but requires manual data mapping.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n    3.  [**Plaid Integration:** A cheaper alternative for account aggregation only.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=71.0)\\n  - [**The Strategy:** A two-phase plan: start with data extraction, then build a custom planning tool to replace eMoney entirely.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1423.0)\\n\\n## Topics\\n\\n### The Data Gap Problem\\n\\n  - [Advisors consistently use eMoney for financial planning but are inconsistent with CRM data entry.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=574.0)\\n  - [**Result \u2192** The processing team lacks the data needed for workflows (e.g., Morningstar reports, asset maps), creating a significant bottleneck.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=268.0)\\n\\n### Option 1: Full eMoney API Integration\\n\\n  - [**Cost:** \\\\~$25,000 per year.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=102.0)\\n  - [**Benefit:** Eliminates dual entry by syncing data bi-directionally between eMoney and the CRM.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=552.0)\\n  - [**Risk:** High cost for a \\\"middleman\\\" tool that may not be the long-term solution.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=37.0)\\n\\n### Option 2: eMoney Data Extraction\\n\\n  - [**Cost:** $1,600 one-time setup + $1,000 per month.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n  - [**Method:** Uses an old-school X12 feed to pull raw data from eMoney.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1355.0)\\n  - [**Benefit:** Quickest and cheapest path to get eMoney data into the CRM.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n  - [**Risk:** Requires manual data mapping to client records, creating a new bottleneck.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1260.0)\\n\\n### Option 3: Plaid Integration\\n\\n  - [**Function:** A cheaper alternative for account aggregation only.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=71.0)\\n  - [**Limitation:** Does not include eMoney's planning tools (tax, income, social security).](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=242.0)\\n  - [**Feasibility:** High, as the primary custodians are Schwab (\\\\~70%) and Fidelity (\\\\~30%).](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=673.0)\\n\\n### Proposed Strategy: Two-Phase Plan\\n\\n  - [**Phase 1 (Immediate):** Implement the data extraction method to solve the data gap quickly.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1346.0)\\n  - [**Phase 2 (Long-Term):** Build a custom financial planning tool directly into the CRM to replace eMoney entirely.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=817.0)\\n      - [**Rationale:** This aligns with Stuart's long-term vision for a fully integrated, unique platform.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=817.0)\\n      - [**Enabler:** Modern web technologies make this feasible and allow for a robust client portal.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=944.0)\\n\\n## Next Steps\\n\\n  - [**Ken:** Discuss the three options and the two-phase strategy with Stuart.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1508.0)\\n  - [**Ken:** Report the final decision back to Sean via the internal messaging board.](https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1?tab=summary&timestamp=1508.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"Impromptu Zoom Meeting\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/86589436307?pwd=DX3PgbfCRdAj3kI72naukx6a8Bxlxu.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-16T17:48:35Z\",\"recording_id\":183739780,\"recording_start_time\":\"2026-09-16T17:21:57Z\",\"scheduled_end_time\":\"2026-09-16T17:35:47Z\",\"scheduled_start_time\":\"2026-09-16T17:20:47Z\",\"share_url\":\"https:\/\/fathom.video\/share\/e2QeuF7Yn2yzav12CxzMNjbSsx3WFsS1\",\"shared_with\":\"no_teams\",\"title\":\"Impromptu Zoom Meeting\",\"transcript\":[{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hey, have you used eMoney before?\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I've seen my advisor, my financial advisor use it before, but I don't know, like, I don't remember how, and I know that we're, I'm all connected to it through Schwab, because I can see it up on the screen.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I know they use it somehow for their, they have another system that they bring it in to you.\",\"timestamp\":\"00:00:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm assuming they're kind of doing what you're talking about, because I can picture it all in my mind.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:00:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's, I think that's what they use is like their internal system.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm always cognizant for you guys to switch to this, to something like that, if that's just another middleman.\",\"timestamp\":\"00:00:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I just want to make sure like, that's the best product because like, tell me how you guys intend to use it.\",\"timestamp\":\"00:00:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, are you, your client comes in, how do you connect?\",\"timestamp\":\"00:00:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I'm assuming you're trying to connect their financials to this.\",\"timestamp\":\"00:00:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What you're trying to gain out of this, and then we're trying to, and we're trying to extract their financials from this.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wonder if we can pull that from like an Orion, for example, because I think we're already.\",\"timestamp\":\"00:01:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you can use something like Plaid.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I, and I think, well, I think Plaid would be cheaper, but again, what else are you doing in there?\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we need to think about all, like, if you're going to be really using the financial planning tools and you're, you're not just getting it to only.\",\"timestamp\":\"00:01:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause I know my, when I go in, my client, my advisor shows me like, here's your track to retirement.\",\"timestamp\":\"00:01:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're 90% of the way, you know, you're 90% towards your goal and blah, blah, blah.\",\"timestamp\":\"00:01:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I can see my kids .\",\"timestamp\":\"00:01:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you're going to use it for all of those tools, that that's fine.\",\"timestamp\":\"00:01:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But $25,000 a year, I think we'll go a long way with something like Plaid.\",\"timestamp\":\"00:01:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If, if that will work, if we can just use that to connect the client's accounts, you know?\",\"timestamp\":\"00:01:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I didn't realize it was going to cost that much.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I figured there'd be some costs associated, but $25,000 is pretty steep, and I don't know if it's going to be wanting to...\",\"timestamp\":\"00:02:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I guess the data extraction part didn't sound that expensive.\",\"timestamp\":\"00:02:09\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"It didn't.\",\"timestamp\":\"00:02:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If that will accomplish what we need, then sure.\",\"timestamp\":\"00:02:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But here again, here's the other thing.\",\"timestamp\":\"00:02:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's another thing that we don't have access to.\",\"timestamp\":\"00:02:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you do it that way, without the $25,000, you're going to be entering everything into it that you need to connect.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where maybe we want to eliminate that if we can use something like Plaid, connect the client's account directly from the system, and that pushes adoption of the internal system or the advisors.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who does that?\",\"timestamp\":\"00:02:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who makes that connection?\",\"timestamp\":\"00:02:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How does that work?\",\"timestamp\":\"00:02:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I have an advisor, there's an assistant for him, and then there's two processors and assistants beyond that.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't know like...\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what the whole dynamic is.\",\"timestamp\":\"00:03:01\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"The way we've been doing it, during the conversation, it's usually during the initial consultation.\",\"timestamp\":\"00:03:04\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So that first appointment, the advisor's sitting with the client, and then they'll send out an email invite to the client to link up, and they'll start filling out the portal information.\",\"timestamp\":\"00:03:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Or in some cases, the advisor might be filling out the information.\",\"timestamp\":\"00:03:22\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Where are they doing that?\",\"timestamp\":\"00:03:25\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"In eMoney itself.\",\"timestamp\":\"00:03:26\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So they'll pull up eMoney while they're having the conversation, and they'll either send out, they'll blast out the invite, or the advisor may even create the account, start filling in the client information for them, so that when they come back for the portfolio analysis, if that's the direction the conversation's going, we have all that information already established, and then we can start to show them.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they're actually connecting their accounts that way?\",\"timestamp\":\"00:03:46\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"In most cases, yes.\",\"timestamp\":\"00:03:50\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the client, well, they'll connect it through the email link that they get, which Plaid is the same way, from my understanding.\",\"timestamp\":\"00:03:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We could set up, yeah.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think the difference would be like Plaid is purely just looking at the financial accounts where the e-money we're utilizing for like our tax planning and we're using it for our income planning and social security and all that .\",\"timestamp\":\"00:04:02\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's a little bit of that.\",\"timestamp\":\"00:04:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you're going to do that, yeah.\",\"timestamp\":\"00:04:14\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Which I don't think we were planning to pull any of that information into the CRM anyway, because again, redundancy, like if we could pull that up in e-money, then we don't really need that in FileMaker or in the APSI desktop.\",\"timestamp\":\"00:04:16\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, from the way that it was described to me when we were talking about this is they're really just looking for some automation for our processing team.\",\"timestamp\":\"00:04:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's say if the client decides they want to move forward or move to the PA and we need to build out those Morningstar reports or the asset maps to identify like which accounts are going to be coming over.\",\"timestamp\":\"00:04:40\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"They wanted that to pull automatically from e-money what was already entered in either by the advisor or what was linked up by the client.\",\"timestamp\":\"00:04:51\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"And that money feed or so that that.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"That\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're already trying to accomplish a lot of that in FileMaker.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it just seems I don't want to get it any more redundancy.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:05:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, so in FileMaker, when you say that, where are we pulling that information from now?\",\"timestamp\":\"00:05:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it comes from Orion, it comes from data imports, comes from data entry, you know.\",\"timestamp\":\"00:05:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, I would prefer not to have another third party because it just creates more noise anyways.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, if that information is already coming in.\",\"timestamp\":\"00:05:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's not, so you're using different things again.\",\"timestamp\":\"00:05:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you're jumping over to eMoney, we have to assume that they're synchronized in some way, right?\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you don't know what's in FileMaker versus eMoney and back and forth because we're not paying for the API, we're just extracting the data, I don't know.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it seems to me like we, you know, we could definitely get you connected.\",\"timestamp\":\"00:05:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If to let the clients connect via Plaid, if they need to put their Schwab account in, we could let them do that.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could connect whatever you're doing that eMoney is gathering.\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just need to know what that is.\",\"timestamp\":\"00:06:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we could build all that.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can have that all integrated into the system, especially now, since the system is fully web-based or not fully, but partially web-based, we can send out links.\",\"timestamp\":\"00:06:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm actually converting a flooring database right now, the same as you guys, most of the databases, and they collect a  ton of signatures, proving material, and it's less complicated and less security-driven than your guys' business, obviously, but it's the same concept.\",\"timestamp\":\"00:06:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, you're still asking, you know, you still need approval for things, you're getting signatures, you're getting, you know, confirmations along the way, and they can do all these things.\",\"timestamp\":\"00:06:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you need, if you're sitting in front of the client, rather than having to, because without the 25,000, if that client's...\",\"timestamp\":\"00:06:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Without that, you're going to have to reenter everything in eMoney, send it out through eMoney, then we've to pull that data from eMoney.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"For me, it's simpler and more straightforward to use something like Plaid, where we're actually just connecting that and pulling the data into FileMaker.\",\"timestamp\":\"00:07:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm going to say FileMaker, but it's not FileMaker.\",\"timestamp\":\"00:07:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's your new custom app.\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just call FileMaker too, because that's easier.\",\"timestamp\":\"00:07:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I do the same thing.\",\"timestamp\":\"00:07:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We need to come up with a name.\",\"timestamp\":\"00:07:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I've been calling it APSI Desktop, but I mentioned to the- That's a mouthful too, though.\",\"timestamp\":\"00:07:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know.\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mentioned to somebody over there that you guys should have, maybe at the Christmas party this year, you guys should have a competition to name it.\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"know when I was- Yeah, brought that up.\",\"timestamp\":\"00:07:41\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think he liked your idea.\",\"timestamp\":\"00:07:43\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, good.\",\"timestamp\":\"00:07:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, we did that one year.\",\"timestamp\":\"00:07:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"had an internal system at the first software company I worked for.\",\"timestamp\":\"00:07:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember what the name was, but my name didn't get picked.\",\"timestamp\":\"00:07:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I remember the name, I remember thinking the name was real dumb.\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:07:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know, but whatever.\",\"timestamp\":\"00:07:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So- ...\",\"timestamp\":\"00:07:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you know, give it a name and we can update all that.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that helps with kind of like people, you know, feeling close to it.\",\"timestamp\":\"00:08:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Plus, you don't got some dorky, you know, it's a little buy in and they feel like there's, yeah, for sure.\",\"timestamp\":\"00:08:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:08:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But again, buy in the whole thing with buy in is this has to be people are going to stop if, if, if people feel like e-money works for them and it might, right?\",\"timestamp\":\"00:08:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, here's the problem.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, if, if somebody feels like e-money works for them, then they just start using e-money and they're not using what you expect them to use.\",\"timestamp\":\"00:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then the rest of the team isn't getting the data they need.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we fall into that same trap again, where, you know, some people don't like using it.\",\"timestamp\":\"00:08:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, that's one thing.\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it's often, don't figure out why they don't like using it, right?\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They just don't like using it.\",\"timestamp\":\"00:08:53\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't say anything, right?\",\"timestamp\":\"00:08:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Or they're just used to using something else.\",\"timestamp\":\"00:08:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But we, we have that gap then of\",\"timestamp\":\"00:08:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If Advisor X is using eMoney exclusively, we're still falling into that same trap gap where the processors don't have what they need because it's an eMoney, and we're not pulling it via the API or whatever.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And again, if we don't buy into that API gap, if you're going to do it, I think that you really need, from what I can picture and what I see, you're probably going to need that API as well.\",\"timestamp\":\"00:09:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because they're not going to want to enter everything in FileMaker and then have to enter it again.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I think you hit it on the head.\",\"timestamp\":\"00:09:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that is our issue, because all the advisors are using eMoney for the planning aspect of it, but it's 50-50 whether or not they're jumping into the CRM.\",\"timestamp\":\"00:09:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think Stuart was thinking, if we can have that data extracted, to have the data pulled directly from eMoney, because we know that the advisors are in there working with that, but they're not necessarily entering the information in, then it kind of removes that.\",\"timestamp\":\"00:09:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"don't it.\",\"timestamp\":\"00:09:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So you.\",\"timestamp\":\"00:09:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know, you know, that kind of the human element of it where if the advisor decides they don't want to do it, now it's falling on the process just to do it, and they're just adding to their workload.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you know how, I mean, I've seen it.\",\"timestamp\":\"00:10:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How complicated is the planning?\",\"timestamp\":\"00:10:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It depends on the client, I guess.\",\"timestamp\":\"00:10:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:10:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I don't want to say that probably, to me, that sounds like probably the most complicated thing maybe you guys do is that, and maybe that's where the value of any money is.\",\"timestamp\":\"00:10:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because it's not in pulling the financial data, because I'm sure they're, it's possible that they made all those connections with those third parties, but I'm guessing they're probably using something like Plaid too.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because all, Plaid is just an aggregator, that's what they get paid for, you know, they build all the, they reach out, they make all the connections, and then you don't have to do it, right?\",\"timestamp\":\"00:10:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just, you know, their API normalizes the data and delivers it the same way every time.\",\"timestamp\":\"00:10:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Aggregator.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Aggregator.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why they're valuable.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Take us forever to try to connect to Schwab and Wolf Fargo and whatever else, you know, and you guys are connecting like multiple types of accounts, right?\",\"timestamp\":\"00:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you're not, are you just connecting to Schwab or are you connecting to other things?\",\"timestamp\":\"00:11:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause that's who your main...\",\"timestamp\":\"00:11:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The bulk of what we do is Schwab.\",\"timestamp\":\"00:11:20\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I would say probably 70% of what we work with is Schwab and then maybe the rest of 25, 30% is Fidelity.\",\"timestamp\":\"00:11:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So we do have, we do have some of those accounts will be pulling too, but yeah, it's just those two really as far as custodian.\",\"timestamp\":\"00:11:30\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that's going to make that part is easy.\",\"timestamp\":\"00:11:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if you're, if that's all it is, I would say flat all the way, but again, the planning aspect of it, I don't know.\",\"timestamp\":\"00:11:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't know what it takes to build that out.\",\"timestamp\":\"00:11:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause I don't know about, I mean, I, I've seen it.\",\"timestamp\":\"00:11:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know what it looks like on the screen.\",\"timestamp\":\"00:11:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:11:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"A chart.\",\"timestamp\":\"00:11:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I know that he, you know, moves how much I'm putting away every month.\",\"timestamp\":\"00:11:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"not doesn't, weeks\",\"timestamp\":\"00:11:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And he moves the numbers around and I see it adjust.\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sure we can figure that out, but I don't know all the different aspects of that.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think what I envisioned when we were talking about this was as the advisor or the clients entering in their asset information, all the account information in the eMoney, and Plaid will do the same thing, I think probably more accurately if we're actually linking up directly to those accounts.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But if we have an idea within eMoney of what exactly goes into the portfolio, even if we're not going to be managing it, if we could still pull that information into the CRM, and then from there, the advisor can dictate, hey, this account's going to move, this account's going to move, and then we could start the rollover process for those accounts within, like, kick off the workflows for that.\",\"timestamp\":\"00:12:25\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"that's kind of what, that's how I pictured that working out, how we would use that information.\",\"timestamp\":\"00:12:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you\",\"timestamp\":\"00:12:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other aspect of it is maybe you just let the advisors enter it in, and we just go with the data connection for now, and then maybe long-term our goal could be to switch away from e-money to reduce that cost and further integrate, kind of like what we're doing with taxes, and I forget the name of the tax system that they're going to use.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I forget to mention it all the time.\",\"timestamp\":\"00:13:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that last one was terrible.\",\"timestamp\":\"00:13:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hopefully this one's better.\",\"timestamp\":\"00:13:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, long-term goal is to hopefully, you know, build something that works system-wide, you know.\",\"timestamp\":\"00:13:30\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you think we could ever build out like our own internal e-money?\",\"timestamp\":\"00:13:37\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I know 100% you can.\",\"timestamp\":\"00:13:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you think Stuart has an appetite to do something like that?\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that could, I mean.\",\"timestamp\":\"00:13:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know 100% that he does.\",\"timestamp\":\"00:13:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I know 100% that he does.\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would be surprised if he wasn't picturing that in his mind.\",\"timestamp\":\"00:13:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just, you\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You it's just a matter of getting there.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But yeah, I'm, I'm up for it.\",\"timestamp\":\"00:14:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I've already committed, you know, more time and, and both, both currently and in the future.\",\"timestamp\":\"00:14:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, I'm up for it.\",\"timestamp\":\"00:14:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just, if there's someone on your end that, because I don't, again, I like, I was trying to explain this to Rebecca the other day.\",\"timestamp\":\"00:14:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that the pains that you have, and I don't know the goals that you have all the time.\",\"timestamp\":\"00:14:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can, I have a thousand foot view based on my knowledge.\",\"timestamp\":\"00:14:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, but I don't know the intricacies.\",\"timestamp\":\"00:14:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So someone on your end has to kind of explain that to me, whether that's Stuart or you or whomever of where you're, of where you ultimately need to go.\",\"timestamp\":\"00:14:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The troubles that you have, the problems that you have, what the clients expect to see.\",\"timestamp\":\"00:14:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know all those little details.\",\"timestamp\":\"00:14:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I only know from, from my own personal experience, what those are, you know?\",\"timestamp\":\"00:14:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm a pretty easygoing guy when it comes to that.\",\"timestamp\":\"00:14:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I probably trust my finance.\",\"timestamp\":\"00:14:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't ask a lot of questions.\",\"timestamp\":\"00:15:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I don't know if that's good or not.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe not.\",\"timestamp\":\"00:15:06\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"mean, he hasn't led you wrong yet, right?\",\"timestamp\":\"00:15:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I don't know that either.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't know until you know, right?\",\"timestamp\":\"00:15:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sure that's what, oh gosh, one of those guys that got their money stolen.\",\"timestamp\":\"00:15:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nick Cage, his financial advisor, thought he was doing great until he wasn't anymore.\",\"timestamp\":\"00:15:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I mean, long term, ideally, if we could create, because eMoney, most, a lot of, there's a lot of financial advisors that do use it, like you were just mentioning, right?\",\"timestamp\":\"00:15:26\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Like most will use that software.\",\"timestamp\":\"00:15:35\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we could build something in-house to kind of personalize that approach so it's unique to asset preservation, that'd be.\",\"timestamp\":\"00:15:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Listen, anything that you've ever seen anywhere on the internet, we can build that same thing.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not, there's nothing limiting to us.\",\"timestamp\":\"00:15:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And honestly, in the last year, that's just gotten easier with the changes.\",\"timestamp\":\"00:15:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Claude.\",\"timestamp\":\"00:15:58\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Not just Claw.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Clawed is just, you know, that's just the tip of the iceberg.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's so much more.\",\"timestamp\":\"00:16:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just everything.\",\"timestamp\":\"00:16:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, everything has changed.\",\"timestamp\":\"00:16:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's why FileMaker is, you know, falling behind.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They didn't see this coming.\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we could stay on FileMaker, but I mean, it's not the best tool anymore.\",\"timestamp\":\"00:16:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It maybe was at a time and especially not for you guys growing so much.\",\"timestamp\":\"00:16:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And again, I think the one crucial part that I, that we've never done is integrated more with the clients, at least the tech savvy clients.\",\"timestamp\":\"00:16:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know you're always going to have the clients that need their handheld, especially with the retirees that you have.\",\"timestamp\":\"00:16:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, you're going to get into a more savvy in the next, you know, the next year.\",\"timestamp\":\"00:16:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"He's got some, you know, younger retirees.\",\"timestamp\":\"00:16:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They may be a little more savvy and, and we can like a robust client portal where they can follow along and we can communicate with them.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even if it's just handing them an iPad right in front of you too.\",\"timestamp\":\"00:16:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And just going to sit on the other side of the desk with them and walking them through it, you know, these things, can be pretty easy, where we can just have it trigger, you can just have them hold it, we can have them work in conjunction, I'm actually going back to the flooring company again, have this, this tube, where they're measuring, and they've got maybe a larger tablet or computer, and then their phones, they can measure and then see their two are linked together.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we could do something similar like that, where, you know, what you're seeing in the, in the APSI desktop, you hand them the iPad, then you're actually controlling the iPad.\",\"timestamp\":\"00:17:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:17:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you, and when I say controlling, like, you're actually saying, okay, figure, log into Schwab, and just say, okay, go ahead and log into your Schwab account, and then approve, approve, approve, and that, okay, that got you all linked up, I can see your assets coming in now, which is probably something I imagine that, I don't even remember doing that with my advisor, I think they actually had me sign something to, to convert it.\",\"timestamp\":\"00:17:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't\",\"timestamp\":\"00:17:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I how that even works, but from what I kind of remember, I think I just signed something, allowing them access or creating an account.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"LPOA or something maybe, yeah.\",\"timestamp\":\"00:18:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I must, I must have moved everything at some point.\",\"timestamp\":\"00:18:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They, I think what they did is they set up the Schwab account and I already had a Schwab account.\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think I just somehow transferred it, but I don't remember how that all worked.\",\"timestamp\":\"00:18:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't even need to do that anymore.\",\"timestamp\":\"00:18:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I think there's literally just one form that we have clients fill out and it gives us access to be able to, like we can see the assets and that we can make changes.\",\"timestamp\":\"00:18:20\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"to it.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't pull money out, but you might assign something like that where they just gave you, or you just gave you access to, I probably didn't read it or even I, I'm sure I'm sure.\",\"timestamp\":\"00:18:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know I got DocuSign.\",\"timestamp\":\"00:18:40\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know I just, yeah, sounds like it's probably what they did.\",\"timestamp\":\"00:18:41\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, and again, and again, if you guys are sending out DocuSigns, those should be integrated in FileMaker too.\",\"timestamp\":\"00:18:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Why am I 100% agree?\",\"timestamp\":\"00:18:55\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:18:56\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:18:57\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All of that stuff.\",\"timestamp\":\"00:18:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've already.\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've already done five or six DocuSign integrations, and I've asked a few times, like, I don't know if you guys are filling those out and applying the DocuSign, you know, where the signatures go and all that every time.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's not do that anymore.\",\"timestamp\":\"00:19:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can make that totally easier for you guys.\",\"timestamp\":\"00:19:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've mentioned that a couple times, so I don't know if that's usually a pain, you know, having to put where all the signatures go.\",\"timestamp\":\"00:19:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If that's what you're doing, I don't know if your applications are doing that for you or what you guys are using for that.\",\"timestamp\":\"00:19:24\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"But I don't.\",\"timestamp\":\"00:19:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because I think we're utilizing Schwab for that.\",\"timestamp\":\"00:19:30\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Primarily, I believe all that's already been mapped out.\",\"timestamp\":\"00:19:33\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So it shouldn't be that man.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but I could go wrong.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not I'm not really involved with that side of the business.\",\"timestamp\":\"00:19:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you know, anything that's a pain, we should.\",\"timestamp\":\"00:19:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we should automate.\",\"timestamp\":\"00:19:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's no reason, you know, nobody's looking to do repetitive work, right now.\",\"timestamp\":\"00:19:47\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I agreed.\",\"timestamp\":\"00:19:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hopefully you're looking for the work that needs to be finished next, not extra work on what.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"There's enough stuff that falls through the cracks that we're not, you know, doing a good job of keeping up on.\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"yeah, however you guys want to approach it, I'm game.\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I, again, we can go as far as you want all the way through, right?\",\"timestamp\":\"00:20:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it's up to you guys how you want to approach it.\",\"timestamp\":\"00:20:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They think there's a solution for everything.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I would prefer to keep everything in the internal system.\",\"timestamp\":\"00:20:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, yeah.\",\"timestamp\":\"00:20:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, again, I don't know what it takes to get, again, without knowing the planning part of this, I know, again, just to recap, I know we can get the financial data connected.\",\"timestamp\":\"00:20:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That part is the, I think, is the easier part.\",\"timestamp\":\"00:20:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't want to say it's easy, but it's easier.\",\"timestamp\":\"00:20:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We already have a place to store the data.\",\"timestamp\":\"00:20:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We already, you know, I already know what it looks like because I see it all the time.\",\"timestamp\":\"00:20:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That shouldn't be a problem if we use Plaid or eMoney.\",\"timestamp\":\"00:20:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank Thank\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"If we want the data extract route, and it's just pulling in raw data like that, that would essentially then require us on our end you to map out like where that goes and how that attaches to client records then right is that how that would work.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, so we do run into the whole issue if we don't have the API integration, and we don't know which contact it belongs to up front if you guys are just entering it in on the back end, and then we have to assume when it comes in we have the same issue we have with the Orion data didn't originate in.\",\"timestamp\":\"00:21:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The database, somebody's got to make sure that it maps.\",\"timestamp\":\"00:21:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can make some assumptions as far as, you know, and names and things like that.\",\"timestamp\":\"00:21:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:21:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But again, we've got, we've got multiple locations and duplicated names and until we get that one sorted out.\",\"timestamp\":\"00:21:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That Yeah.\",\"timestamp\":\"00:21:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's sort of, I mean, it's just a matter of, again, kind of like we'd have to do with Calendly and Typeform.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to decide who is this person, right?\",\"timestamp\":\"00:22:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's actually a little easier when, you know, they're not trying to just gain you to go to a, you know, free dinner, you know, they're already a client at least.\",\"timestamp\":\"00:22:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's not as big of a headache as we have to deal with, seminars and things like that.\",\"timestamp\":\"00:22:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's totally, that's all doable.\",\"timestamp\":\"00:22:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The infrastructure is all there.\",\"timestamp\":\"00:22:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you go that route, that would be the quickest, easiest way to do it.\",\"timestamp\":\"00:22:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That would be for you guys to go with the money, keep entering it in.\",\"timestamp\":\"00:22:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll pull the assets through that data connect thing.\",\"timestamp\":\"00:22:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That was whatever, $1,600 up front, $1,000 a month.\",\"timestamp\":\"00:22:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I already, that connection's called X12, the way they do that.\",\"timestamp\":\"00:22:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a really old school way of doing that, like old, like 15 years old, like before APIs were around.\",\"timestamp\":\"00:22:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's how we used to do it.\",\"timestamp\":\"00:22:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They'd send, you'd put stuff in a, in a folder on the web and then you go scrape that folder.\",\"timestamp\":\"00:22:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's, that's how before APIs were\",\"timestamp\":\"00:22:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm totally familiar with that, you know, relatively easy to integrate, maybe even easier than an API as far as just grabbing the data, but we already have a place to put it, and then the only other aspect of that is we've got to build an interface for you guys to connect the data to the contact and try to match it up as best we can, but we already have systems for doing that so I can copy a lot of what's already there.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that's going to be a quick, I mean, that's your down and dirty quickest way to get it in.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The only, you know, again, the only downside of that is the dual entry, that they're going to be doing something in Imani, they're also going to have to be doing something in FileMaker.\",\"timestamp\":\"00:23:32\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, which I would like to eliminate if we could, which, you know, if you did a math on this.\",\"timestamp\":\"00:23:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Two phase process again, you know, you start with that, and then we talk in six months again after we have all the other  we need to do.\",\"timestamp\":\"00:23:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"about how to get the financial planning integrated, and we start working on that.\",\"timestamp\":\"00:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We've got a lot to do, so I don't know.\",\"timestamp\":\"00:24:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It all depends on, all is not going to happen all at the same time.\",\"timestamp\":\"00:24:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even if I had a crew of people working on this, it would never all happen at the same time.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guarantee you.\",\"timestamp\":\"00:24:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've seen teams work on things like this, and they don't generally move any faster than we do.\",\"timestamp\":\"00:24:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I used to work in a software development firm that, you know, I always used to joke that I could build things faster than the six guys that were on it.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I would plan, and then I'd hand it off to the team, and I'd fix their work, and then I'd plan again, and then I'd be like, should I just do this faster with myself?\",\"timestamp\":\"00:24:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why I'm here now by myself.\",\"timestamp\":\"00:24:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Love it.\",\"timestamp\":\"00:24:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, it's all about what order you want to do it.\",\"timestamp\":\"00:24:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, we could do it.\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that may be the best way to approach it, but I'll let you guys just talk on your end about that.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:05\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:06\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:07\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, at this point, I've got the information I need to, to at least take it to Stuart.\",\"timestamp\":\"00:25:08\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I, I mean, I've got an idea of what I would like to do, but at the end of the day, you know, he's the one that's going make the call on this.\",\"timestamp\":\"00:25:12\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll, yeah, I've got, I've got some time set up with him tomorrow.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll chat with him.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll kind of talk through and I'll get back to you as far as like what we decided we want to move forward with.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, best place to follow, but yeah, it's just internal messaging board.\",\"timestamp\":\"00:25:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"sounds like, so I can, I can reach out to you there.\",\"timestamp\":\"00:25:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think so.\",\"timestamp\":\"00:25:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If everybody's happy with that, nobody said that.\",\"timestamp\":\"00:25:37\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I like it seems, I don't I don't think any issues with it.\",\"timestamp\":\"00:25:40\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"seems pretty, uh, seems effective and efficient.\",\"timestamp\":\"00:25:44\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"So.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, cool.\",\"timestamp\":\"00:25:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, yeah, yeah, that's, that's all good.\",\"timestamp\":\"00:25:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm trying to, you know, it's a work in progress.\",\"timestamp\":\"00:25:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm always making changes to it.\",\"timestamp\":\"00:25:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know there's, uh, some things that I'm.\",\"timestamp\":\"00:25:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm still working on in there, but I'm slowly trying to build it out so that it works a little bit better for everybody.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, you know, if you have any suggestions on that, let me know as well.\",\"timestamp\":\"00:26:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can suggest them through the messaging app itself if you want.\",\"timestamp\":\"00:26:11\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:26:16\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds good.\",\"timestamp\":\"00:26:17\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, Ken.\",\"timestamp\":\"00:26:18\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no suggestions right now, but I appreciate you helping with this.\",\"timestamp\":\"00:26:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, all right.\",\"timestamp\":\"00:26:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Good job security.\",\"timestamp\":\"00:26:25\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"That's true.\",\"timestamp\":\"00:26:28\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, very true.\",\"timestamp\":\"00:26:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Throw it up in my bucket.\",\"timestamp\":\"00:26:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll keep you busy, man.\",\"timestamp\":\"00:26:31\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:26:33\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, Ken.\",\"timestamp\":\"00:26:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"I appreciate you.\",\"timestamp\":\"00:26:34\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"Appreciate the time.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Ken Obray\",\"matched_calendar_invitee_email\":null},\"text\":\"See ya.\",\"timestamp\":\"00:26:37\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/826174760\"}"},"script":"Fathom | Incoming Log"}
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