Get to know our team of experienced and talented #wealthmanagement technology and marketing professionals! Our employee spotlight series features a different team member every other Friday. Today meet Senior Consultant John Driban. Read his full bio here: https://lnkd.in/enDkSBvE #wealthtech #fintech
F2 Strategy’s Post
More Relevant Posts
-
Legacy advisor tech wasn’t built to deliver the modern experiences you expect. We are. Give advisors, clients and prospects an experience they love. Summit feels great and just works...the way you want it to. That's what humanizing technology means. Learn more at https://summitwealth.io #HumanCentered #Summit #FinTech #AdvisorTech #WealthTech
To view or add a comment, sign in
-
-
d1g1t is honored to be named on the #WealthTech100 list for the second consecutive year. The prestigious list spotlights the world’s most innovative WealthTech companies that are transforming the wealth and asset management sector through technology. Now in its sixth year, the WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. To make the list, the panel looked for companies that are helping address some of the biggest challenges and opportunities within wealth management. The list highlights the leading companies in areas such as client acquisition, financial planning, portfolio management, and digital brokerage. Thanks to FinTech Global and congratulations to all the wealthtech innovators who made the list. 👏 To read the full press release - the link is in the comments. 👇 #wealthmanagementinnovation #wealthmanagement #WealthTech #FinancialAdvisors
To view or add a comment, sign in
-
-
As we gear up for Swiss WealthTech Live 2024 on 06th February, here is a sneak peek into the needs and expectations of the modern investor. The digital age has equipped clients with unprecedented access to information that can be either overwhelming or be the secret to financial success. Naturally, this changes the dynamic between wealth managers and clients, reshaping not only advice delivery but also much of the investment vehicles themselves. In Adapting to the World of Enhanced Client Experience panel, we will team up with five professionals in the field to delve deeper into the topic and explore the role of technology providers in guiding wealth managers to craft seamless customer journeys that include: 📲 Instant access and comprehensive overview of their investment portfolio 🎯 Timely and relevant content, enabling proactive decision-making 📈 Personalised advice, based on market data and tailored to specific financial goals Join the discussion to understand how embedded investing can successfully bridge the gap between the current capabilities of wealth management systems and the rapidly evolving investment ecosystem. #wealthtech #swisswealthtechlive2024 #wealthmosaic #wealthmanagement #customertrends #fintech #swissbanking #InnovationInFinance #ClientExperienceRevolution
To view or add a comment, sign in
-
-
Top takeaway from today's WealthManagement.com "Revolutionizing Wealth Management: Insights from The 2023 WealthStack Study" webinar: Integration is hard. That's why financial advisors need an all-in-one platform at the core of their tech stack. Integrated all-in-one platforms make it easy for advisors to be digital wealth leaders. And it's what we deliver with the FusionIQ One platform. Learn more about how FusionIQ One takes the stress out of digital transformation here: https://lnkd.in/gPwAhPy8 #techstack #wealthmanagement #financialadvisors #fintech #digitaltransformation
To view or add a comment, sign in
-
-
Financial Services Consultant | Forward-Thinking Financial Adviser | Supporting the use of technology to plug the advice gap
Interesting piece of research, which highlights the shift towards technology with Financial Advisory firms in the US. The control on technology stack available is dependent on the size and level of autonomy of the organisation. It is evident that the Covid-19 pandemic has accelerated the pace of digital adoption, particularly when it comes to virtual meetings, e-signatures and client portals. No doubt that we will see a similar trend in the U.K. in the years to come. However, culturally a similar challenge still exists in the way “legacy Advisors still do their business…When many entered the business, it was traditionally done on pen and paper.” #fintech #wealthtech #financialadvice #wealthmanagement #digitaladoption
To view or add a comment, sign in
-
With Neonism, innovation meets tailored experiences, transforming the way you navigate and interact with the world of finance. Our digital financial solutions are designed to empower individuals and businesses with greater financial flexibility, accessibility, and control. #Neonism #Fintech #FinancialSolutions
To view or add a comment, sign in
-
Explore cutting-edge insights in wealth technology that redefine industry standards. Our latest blog on Amplify's platform unveils groundbreaking solutions transforming the financial landscape. Dive deeper into the future of wealth management: https://lnkd.in/gZRm7M7M #WealthTech #AmplifyPlatform #Fintech
To view or add a comment, sign in
-
-
The top companies consistently look for hidden opportunities to translate employee experiences into profitability and growth. And the rule is simple. Read our latest blog to know more: https://lnkd.in/gNr2duDe #mavericsystems #maveric #acceleratenext #digitalbanking #fintech #fintechstartup #futureoffinance #futureofbanking #bankingandfinance #digitalfinance #financeindustry #bankingindustry #fintechinnovation #fintechsolutions #bankingtechnology #bankingtransformation #workculture #employeemotivation #employeeexperience #financialinstitutions
To view or add a comment, sign in