Kimberly Tays played a pivotal leadership role representing the business throughout the design and deployment that imbued AI into Raymond James’ CRM, transforming it into an even more intelligent, advisor-centric platform. Her work ensured technology solved real advisor challenges while driving measurable business value. From the outset, Kimberly championed a practical, embedded AI strategy, focusing on high impact use cases such as documentation, meeting preparation, and activity summarization that accurately reflected the lived experience. In other words, the notes still sound like they were written by a human, just more polished. Rather than pursuing experimental or standalone AI tools, she steered the organization toward workflow integrated intelligence in tools advisors already use, namely RJ CRM, Outlook, and Zoom.