This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later
“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their
“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is
“The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to
“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be
“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab.
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services
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