Tag Archives: WealthTech Winners Circle Podcast

Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology

Do you know how to use technology to communicate with your clients regularly while also freeing up your valuable time?

In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Brian McLaughlin, CEO of Redtail Technology. Redtail Technology won a Wealthy award in 2019 in the Technology Providers CRM category for Redtail Speak, which offers a compliant way for advisors to text clients and collaborate with their staff in real-time. Now, Brian unpacks Speak’s features and the biggest tech challenges for today’s advisors. 

In this episode, you’ll learn:

  • How Brian helps advisors ease into the adoption of new technology
  • Whether we’ve reached the point where advisors and robots can co-exist harmoniously
  • What the future might hold for screen scraping
  • What outcomes Brian expects from the current wave of consolidations in the finance industry
  • And more!

Tune in for tech insights and an overview of Redtail Speak.

Resources:  Wealth Management | Redtail Technology

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

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

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

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 ManagementWealthTech Winners Circle Podcast | Orion Advisor Tech