From Solo Advisors to Enterprises: How Jedi Builds Systems for Success

Written by Matthew Connor | Aug 13, 2025 1:23:10 PM

Sue Cheema serves as the Chief Information Officer at Jedi, a database managed services provider specializing in the financial services sector. With a decade in consulting and a proven track record of solving complex operational challenges, Sue built Jedi to help firms streamline their technology ecosystems, reduce redundancy, and scale effectively. Her work bridges analytics, automation, AI integration, and cybersecurity, enabling clients from solo financial advisors to enterprises with thousands of users to enhance productivity and mitigate operational risk.

Here’s a glimpse of what you’ll learn:

How Jedi helps financial advisors and RIAs clean, manage, and secure their databases
Why optimizing tech stacks and eliminating redundancy is critical for business growth
The role of automation and AI in scaling operations and improving workflows
Key differences between working with small firms and large enterprises
Insights on AI’s future in CRM systems, including agent-to-agent communication
Best practices for CRM security, from data masking to field-level permissions
How AI can be leveraged safely in content creation, marketing, and client outreach

In this episode…

Sue begins by sharing the origin story of Jedi, which grew out of her consulting work with Elite Consulting Partners. Recognized for her ability to solve complex operational and technical challenges, she was invited to create a dedicated service that could help firms manage their databases and integrate their tech stacks. Jedi’s mission is clear: reduce redundancy, improve efficiency, and create systems that enable scalability and long-term growth.

She explains that many firms, over the past decade, adopted multiple SaaS platforms to solve individual problems. This led to fragmented systems where the same data is entered repeatedly, draining resources. Jedi’s approach is to analyze the client’s existing tools, establish a unified ecosystem, and create automation that reduces manual work. Her clients range from single-advisor operations to organizations with thousands of users, each presenting unique challenges and opportunities.

The conversation shifts to AI and CRM evolution. Sue shares her vision of future CRMs as intelligent agents that require minimal prompting and can autonomously process and exchange data. She also addresses the security responsibilities that come with managing sensitive financial data, detailing the importance of permissions, encryption, and multi-factor authentication.

Finally, Sue reflects on AI’s potential and its risks such as hallucinations, and stresses the importance of human oversight. At Jedi, AI is currently used for content generation, marketing, and workflow optimization, with plans to expand into sentiment analysis and predictive client engagement. She also discusses her personal path into technology, her early experiences building websites, and how a foundation in IT has shaped her ability to innovate in business operations.

Resources mentioned in this episode:

Matthew Connor on LinkedIn
CyberLynx
Sue Cheema on LinkedIn
JEDI Database Solutions Website

Sponsor for this episode...

This episode is brought to you by CyberLynx.com

CyberL-Y-N-X.com.

CyberLynx is a complete technology solution provider to ensure your business has the most reliable and professional IT service.

The bottom line is we help protect you from cyber attacks, malware attacks, and the dreaded Dark Web.

Our professional support includes managed IT services, IT help desk services, cybersecurity services, data backup and recovery, and VoIP services. Our reputable and experienced team, quick response time, and hassle-free process ensures that clients are 100% satisfied.

To learn more, visit cyberlynx.com, email us at help@cyberlynx.com, or give us a call at 202-996-6600.

View full post