Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion
What does “AI-native” actually mean — and why does it matter for your tech stack? Reed Colley, President of Technology at Orion, has a very specific answer. And it starts with infrastructure most platforms built years before anyone was calling it an AI strategy. In this episode of WealthTech Today, Reed joins Craig Iskowitz to […]
Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel
In this episode of WealthTech Today, Craig Iskowitz sits down with Larry Shumbres, Founder and CEO of Archive Intel, to discuss the high-stakes world of regulatory compliance and the modern challenges of off-channel communications. With the SEC and FINRA levying record-breaking fines for texting violations, the industry is at a crossroads between maintaining client convenience […]
How to Build an AI Daily Briefing for Financial Advisors (Prompt Included)
Most advisors start their day by scanning headlines, checking markets, and reacting to whatever feels urgent. It works. But it’s random. You read what’s in front of you. You skim a few sources. You check index levels. Then the day takes over. What you really want is a structured, consistent briefing built around your role […]
Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning
The landscape of financial advice is shifting from static, once-a-year reports to a continuous, advice-led experience. In this episode, we sit down with Brad Joudrie, the newly appointed CEO of Conquest Planning, to discuss the firm’s aggressive expansion into the U.S. market following a successful $80 million Series B round. Joudrie breaks down how their […]
Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies
For legacy financial institutions, technology is no longer just a support function—it is an existential priority. Raakhee Miller, President of Siebert Technologies, joins the show to discuss how a firm with a 57-year history navigates the transition from “T+2” infrastructure to a modern, AI-augmented ecosystem. This conversation explores the shift from viewing data as plumbing […]