Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein
“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […]
Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace
“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […]
Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro
“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […]
The Journey Towards Data-Driven Wealth Management
Data is the main reason why corporate strategy is never permanent. As more data is collected, the output redefines your strategy in a never-ending cycle. ― Pooja Agnihotri, Author of 17 Reasons Why Businesses Fail Every system at a financial services firm relies on data to function properly. Data is a valuable business asset, but is […]
Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]
