Monthly Archives: July 2020

Ep 11 – A Disrupter in the Wealth Management Tech Industry – With Oleg Tishkevich of INVENT.us

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , ,

Cloud-native technology is making an undeniable impact on the transformation of the wealth management technology industry.

In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Oleg Tishkevich, CEO of INVENT.us. INVENT.us took home a 2019 Wealthy award in the Technology Disruptors category for its cloud-native technology. Now, Oleg explains how Cloud Native can take advisors into the next level of coordination, integration, simplification, and workflow automation.

In this episode, you’ll learn:

  • How Cloud Native allows advisors to quickly adapt as their business model changes
  • What the biggest tech struggles are for advisors
  • What tools can help improve the client experience
  • What challenges and opportunities consolidation presents for advisors
  • And more!

Listen now to get insight into how wealth management will be delivered in the future. 

Resources:  Wealth Management | Invent.us

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Ep 10 – RPA is Tying Your Documents Together — With Linda Ding

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , ,

Is technology becoming more of a hindrance than a help?  Are you looking for something to tie all your document-centric processes together so you have more face time with your clients?

In this episode, Tim Welsh, president of Nexus Strategy, speaks with Linda Ding, Director of Strategic Marketing at Laserfiche. Laserfiche won an Industry Award in 2019 for Technology Providers: Documentation Management with their Robotic Process Automation (RPA) Initiative.

In this episode, you will learn:

  • How Laserfiche allows advisors to streamline their document processing 
  • Why integration is at the top of the list of tech challenges for advisors
  • If we are past the point of no return with the adoption of technology in financial services
  • Where is Laserfiche looking to further integrate AI 
  • And more!

Listen in and open up to technology, and how it can make your business more productive.

Resources: WealthManagement.com | Laserfiche | WealthManagement.com Industry Awards

 

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Ep 9 – How’s Innovative Technology Helping Financial Advisors – With Kelly Waltrich and Eric Clark

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , , , , , , , , , , ,

Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access to the different things we plan with our financial advisors? 

Mentioning that in these times, it’s crucial to have an interactive client portal with different portfolio and planning information, Tim Welsh from Wealth Management is joined by Eric Clark and Kelly Waltrich, both from Orion Advisor Tech, and together they explain how are the emerging financial platforms helping their firm.

In this episode, you’ll learn:

  • Astros: A software that allows customers to check their portfolios from anywhere and at any time. 
  • Slack: The tool that allows social connection in these times of social distancing 
  • The role of existing online platforms in easing and facilitating workload
  • Automation and robots for communication and marketing purposes: Why they could never replace real advisors
  • And more!

Join Eric and Kelly now to learn how technology is helping financial advisors.

Resources:  Wealth Management | WealthTech Winners Circle Podcast | Orion Advisor Tech

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