#ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend

“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 get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Strategy at BNY Mellon | Pershing Advisor Solutions. Her team works […]

digital advice

#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone

“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 mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […]

Invest 2019 Conference

16 Knockout Concepts from the InVest Conference 2019

“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” — John Locke, English Philosopher (1632 – 1704) I didn’t think it would have been possible to top last year’s In|Vest conference for quality of content as well as depth and breadth […]

CRM Implementation Strategy

5 Foolproof Tactics for a Successful CRM Implementation

“What I found over the years is the most important thing is for a team to come together over a compelling vision, a comprehensive strategy for achieving that vision, and then a relentless implementation plan.” — Alan Mulally, Former CEO Boeing, Former CEO Ford Motor Company I was fortunate to hear Alan Mulally speak earlier […]

asset management software

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

“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 nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]

orion advisor services

Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr

“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel Defoe, English writer Orion Advisor Tech (formerly Orion Advisor Services) announced that they are acquiring financial planning software vendor Advizr for an undisclosed amount. I sat down with Randy Lambert, president of […]

digital advice platforms

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

“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 digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […]