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Sue and Brandon Milner, SVP of Digital & Data Engineering at EllisDon highlight the importance of authenticity, stakeholder engagement, and flexibility in the pursuit of innovation. You can watch the full episode of this Fintech Effect podcast here 👇 https://lnkd.in/eFx2xtvx #innovation #fintech #authenticity

Understanding the gap between how advisors perceive their service and the actual client experience can unlock transformative growth opportunities. The power of data is in its ability to prompt reflection, action, and improvement in the most critical aspects of financial advisory. Listen to my conversation with Jason M. Pereira on the The Fintech Impact Podcast to learn how data can help you crack the code to organic growth. #PracticeIntel #RQI #OrganicGrowth #PowerofData

Koen's dialogue with Gunther De Backer from Backstage Communication on The Connector. podcast offered a deep dive into PR's transformative role in the fintech industry. They discussed the art of distinguishing fintech companies through unique storylines and the critical importance of news value in today's competitive landscape. An insightful session for those at the crossroads of finance and technology communication. Listen to the full episode here: https://bit.ly/4a9AWOA #FintechPR #Innovation #Storytelling

Watch the full episode now: https://lnkd.in/esBDcbMd On this week’s episode Scott Heinila, RICP®, CLTC was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data. In this episode you will learn the following: -All about Docupace and how it helps advisors optimize their practice -Fintech/wealth management tech trends: What's worth paying attention to, and what isn’t -How AI comes into play to analyze data -The back-office revolution in wealth management: Why enhancing how the work is done is improving the client experience -Unlocking growth: The future of financial advice and how technology will change the financial services industry in the coming years Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 #podcast #financenews #financepodcast #wealthmanagement #optimizedadvisorpodcast

Welcome to our captivating podcast episode where we explore the 𝐝𝐲𝐧𝐚𝐦𝐢𝐜 𝐰𝐨𝐫𝐥𝐝 𝐨𝐟 𝐅𝐢𝐧𝐓𝐞𝐜𝐡 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐯𝐞 𝐢𝐦𝐩𝐚𝐜𝐭 𝐨𝐧 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐥𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞. Join us as we dive deep into the significant changes brought about by FinTech and how it is revolutionizing the way we manage our finances. Our esteemed guest speaker, 𝐅𝐚𝐡𝐚𝐝 𝐀𝐛𝐛𝐚𝐬, 𝐑𝐞𝐠𝐢𝐨𝐧𝐚𝐥 𝐇𝐞𝐚𝐝 (𝐀𝐬𝐢𝐚) 𝐟𝐨𝐫 𝐎𝐫𝐛𝐢𝐬𝐏𝐚𝐲, shares his extensive expertise gained from working with various leading FinTech organizations. In this episode, Fahad takes us on a journey through the evolution of the FinTech industry, shedding light on the most notable trends and innovations that are shaping the financial world. Discover how FinTech is not just about introducing new features or products, but rather about building resilient and sustainable business models that cater to the diverse needs of customers. https://lnkd.in/ga7sYe-b #FinTech #FinancialWorld #FinancialIndustry #DigitalTransformation #PlatformBasedBanking #PersonalizedExperiences #ArtificialIntelligence #MachineLearning #GreenBanking #EmbeddedFinTech #FinancialInclusion

EPISODE #93 IS NOW LIVE! On this week’s episode Scott Heinila, RICP®, CLTC was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data. In this episode you will learn the following:  - All about Docupace and how it helps advisors optimize their practice - Fintech/wealth management tech trends: What's worth paying attention to, and what isn’t - How AI comes into play to analyze data - The back-office revolution in wealth management: Why enhancing how the work is done is improving the client experience - Unlocking growth: The future of financial advice and how technology will change the financial services industry in the coming years Check it out on YouTube or your favorite podcast platform! https://lnkd.in/gSY8_5MV #optimizedadvisorpodcast #marketing #financialservices #producerschoicenetwork #podcast #fintech #insuranceplanning #financialplanning #marketing #data

RegFi Episode 13: Fintech Trends from 2023 – and What's Ahead – with Peter Renton: As the year draws to a close, we welcome Peter Renton to the RegFi podcast for a conversation about fintech trends from 2023 and what to ...

"Looking for a fresh perspective on FinTech?" Our host, Tedd Huff, chats with Naveen Singh to explore Center (getcenter.com)'s unique approach. At its core, Center is all about the finance user, ensuring they're not just accommodated but celebrated. 🌟🎖️ It's a journey of dedication, innovation, and a user experience that's second to none. 🚀💡 Tune in for an episode packed with insights. Enjoy the full episode here: YouTube: https://lnkd.in/g2ZQpFi6 Podcast: https://lnkd.in/gTXEPhvF #FinTech #SpendManagement #FinanceInsights #CFOJourney #CenterTech #FinancialOptimization #BusinessEconomy #TeddHuffShow #FinTechConfidential #CEOInsights #ConcurTech #FinancialTrends #SpendTechInnovations #EconomicInsights #FinanceWorkflows #UserExperience #FinanceSoftware #IndustryLessons #EconomicClimate #SpendManagementSolutions #FinanceStrategy #InnovativeFinance #FinancialTools #MiddleMarketCFO #SystematicTrends