Finding Fintech
A Technology podcast
Finding Fintech
Episodes
Episodes of Finding Fintech
Mark All
“Everybody loves the idea of workflows and automation. Everyone wants to start there first, but it literally doesn’t work unless we lay build the foundation and lay the framework first.” @Kate GuillenKate sat down to discuss her process for con
Tom Rieman, CPWA explains how their new tool Practice Intel uses their RQI (Relationship Quality Index) to help financial professionals create better advice experiences.
Independent life insurance agents have a data problem. According to Ric Hyde, agents may have worked with over 25+ carriers over their career. This means client data is scattered in 25+ systems. For agents focused on delivering great service it
Could a dating style app work for financial advisors and clients to meet?The team at Couplr is about to find out.I sat down with Derek N.H. Notman, CFP® and Meghaan Lurtz to learn about their new fintech tool Couplr.To help wrap our minds aroun
Strategy 1st --> Tools 2nd when it comes to advisor marketing.That was my major takeaway after speaking with Kristen Luke about her new book UncomparableThe Financial Advisor’s Guide to Standing Out Through Niche MarketingHighlights from the co
What would it look like if someone made ChatGPT easy for financial advisors?Introducing Wealth Management GPTIn a recent interview with Marc R. Butler, the creator of Wealth Management GPT, we explored the reasons behind its development and why
Brian Thorp CEO of Wealthtender talks to us about testimonials and reviews as part of the new SEC marketing rule.🧙🏽♂️Some wisdom he shares with us:Sites like Google Reviews don’t make it easy to capture all the necessary information required
Who’s moving and shaking in the world of financial services and data science (AI, ML)?Catchlight, that’s who.I sat down with Tony Ezzat and Meredith Lambert of Catchlight to understand how they are working to harness the power of data science f
According to a study by Bento Engine, 60% of clients aged 50 are not receiving advice from their financial advisor about catch-up contributions.There are a series of new tools in the category of “Advice Engagement” looking to help advisors go b
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