7 Tips for Selling Software to Broker-Dealers

EXECUTIVE SUMMARY How embedded is your competitor’s product in the broker-dealer’s infrastructure structure?  How does your pricing align with your value proposition?  Have you built up a base of advisors who use your product? These are just a few of the questions that we ask our wealthtech clients as part of our Sales Enhancement & […]

#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]

Money Re-Imagined: Cryptocurrency & the Disruption of Investing

cryptocurrency financial advisors

As part of this year’s Riskalyze Fearless Week Client Conference, CEO Aaron Klein asked if I had a topic that I’d like to be interviewed about. I suggested cryptocurrency, since I’d been interested in it for a number of years and believe it has the potential to transform financial services and wealth management. I was […]

#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant

artificial intelligence

“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […]

#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon

“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […]