The latest Pandemic Data
The latest Pandemic Data shows a surge in Fintech/Wealth use. No surprise here, as we had been seeing the same types of jumps in usage across our Digital Agent platform since Feb 2020 when compared to the presentations delivered by Fidelity Investments and Envestnet.
Personalization is EVERYTHING! Clients want, no, they DEMAND, everything digitally tailored to them Be it initial prospecting, staying in touch with lifelong clients, or the entire client onboarding experience, the digital bar is being raised every year and a number of T3 vendors like FutureVault, YCharts, and Financial Fitness Group are consistently clearing it, no matter how high.
Lack of representation
Lack of representation: I really have to commend Ryan Neil’s article from investmentnews on calling out the “ongoing gender imbalance at fintech companies [that] was on display at the 2022 T3.” It can’t be ignored and was certainly on display across the various talks I took in. That being said, although it is a tad unorthodox to mention on LinkedIn, our competitors at FMG had their CMO Susan Theder on a number of panels and I really enjoyed her commentary and choice of topics at the event. The same goes for Diana Cabrices from Snappy Kraken who provided a really sharp presentation on making an advisor’s digital presence irresistible!
Integrating across the tech stack
Integrating across the tech stack: Throughout the conference I was either being asked if our product can “talk” to other parts of a RIA or Broker Dealer’s front, middle, or back of platforms, or I was swapping business cards with vendors that shared compelling ways that our Digital Agent product could extend the reach of its integration capabilities. I’m still floored on what to pounce on first and I’m sure our Product Team will want to strangle me with all of the use cases I’ve come back with.