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
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PODCAST: Navigating the Digital Wave with Dave Davies from Navos Technologies 🎙️ In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector 💥 They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding. David is leading efforts at Navos to revolutionise the financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors. This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant. Links to listen in the comments 👇 #financialplanning #financialadvice #nextgen #community #finance #podcast #technology #fintech #wealthtech
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Our CEO, William Capuzzi joined the Wharton Fintech Podcast to break down the future of finance and how technology is shaping it, sharing profound insights, industry trends, and his vision for revolutionizing the way we manage our wealth and financial goals. Tune in here: https://lnkd.in/g8UCXsKS #WealthTech #FinanceInnovation #FutureOfFinance
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This season, J.P. Morgan Payments is partnering with @Acquired — ranked the No. 1 technology show on Apple Podcasts and Spotify — to see how payments innovation is driving growth for businesses across industries. Tune in to the latest episode on the history and strategies behind Renaissance Technologies, featuring J.P. Morgan Payments Trust & Safety Solutions. https://lnkd.in/ehyy5bTC Security and innovation are top of mind when it comes payments, and AI and Machine Learning are a critical component for both. Our Trust & Safety solutions enable us to anticipate and adapt to the risks that come with processing trillions of dollars across the globe every day. Take our Account Validation Services for example. We can analyze transaction data to predict and mitigate fraud in real time, which can help stop millions in fraud. No matter your business, you can benefit from secure, thoughtfully designed AI-powered payments solutions that are always learning. #JPMorganPayments #FraudPreventionMonth2024 #AcquiredPodcast #Innovation
The Acquired Podcast & J.P. Morgan Payments | J.P. Morgan
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Tune into the latest episode of the Innovators' Exchange podcast, where Hiten Patel and Sean Farrar, together with guest Rob Mackay the CEO of Regnology, explore future trends and the state of technology in regulatory and tax reporting. Rob shares his journey in the financial technology industry, reflecting on the current state of technology adoption, the importance of automation in the field, and future trends, such as the consumption of granular data by regulators and the move towards cloud-based solutions. Listen to the episode > https://owy.mn/4aYfbC5 #RegReporting #Technology #Finance
Innovators' Exchange — Episode 13 — Rob Mackay
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🚀🎙️💼 Are you ready to revolutionize your financial experience? Do you believe that finance can be more than just numbers and transactions? Meet Jorge Garcia, the CEO and Founder of Hello Iconic, a company that is redefining the Fintech industry with a modern approach to customer experience. 🌐💡💰 Jorge, a passionate finance enthusiast, saw the potential for a more engaging user experience in the financial services industry. He believed that financial products could be more than just simple tools, they could be engaging and exciting. 🎯📈🎉 With Hello Iconic, he is bringing his vision to life, combining a powerful user experience with solid financial services. This is not just about serving a need, it's about creating an experience. 🎨🔧🔬 Are you ready to be part of this financial revolution? Tune in to Episode 38 of the Fintech Confidential show hosted by Tedd Huff to hear more about Jorge's journey and his vision for Hello Iconic. 🎧📻🔥 Enjoy the full episode here: YouTube: [Fintech Confidential](https://lnkd.in/g2ZQpFi6) Podcast: [Fintech Confidential Podcast](https://lnkd.in/gTXEPhvF) #FintechConfidential #HelloIconic #JorgeGarcia #TeddHuff #Fintech #UserExperience #Finance #FinancialServices #ModernFinance #FinancialRevolution #CustomerExperience
🚀🎙️💼 Are you ready to revolutionize your financial experience?
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Join host David Berney and Peter Lawrey, CEO of Chronicle Software, as they dive into low latency trading, simplifying software complexity, and the future of AI in finance. Peter shares his experiences from working with top investment banks, his transition to consulting, and the evolution of his company. Listen to the full podcast here: https://lnkd.in/eDtpk65p #ChronicleSoftware #EnablingTechnology #LowLatency #TradingChallenges #FinancialMarketsInsights
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"Data is facts, and facts drive decisions. So better data means better decisions." The WealthStack (Part of WealthManagement EDGE) podcast recently sat down with BridgeFT's CEO, Joe Stensland, to discuss how BridgeFT is helping firms power their next generation of digital experiences. Topics discussed include: ⚫️ The state of the API economy ⚫️ Why BridgeFT wants to retire the tech-stack mentality ⚫️ What the next generation of wealth management applications look like ⚫️ Why having access to better data points leads to better decision-making Access the full podcast: https://lnkd.in/grxNX5JV #wealthtech #wealthstack #fintech #wealthmanagement
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Unlocking the Power of Data Normalization in Fintech 🗝️💻💰 Ever wondered how data normalization is revolutionizing the Fintech industry? 🤔💭 Join Tedd Huff as he dives deep into this fascinating topic with Sohaib Zahid, the Founder and CEO of Railz. 🎙️🔥 Railz is a game-changer in the world of financial data, providing an API that collects, normalizes, and analyzes business accounting and financial data. 📊🚀 But what does this mean for you and your business? 🏢💼 Enjoy the full episode here: YouTube: https://lnkd.in/g2ZQpFi6 Podcast: https://lnkd.in/gTXEPhvF Don't miss out on this enlightening conversation! 🌟🎧 Click the link to learn more! 👆💡 #FintechConfidential #TeddHuff #SohaibZahid #Railz #DataNormalization #Fintech #API #BusinessAccounting #FinancialData #BusinessInsights #Innovation #TechTalk #Podcast #YouTube #DataRevolution
Unlocking the Power of Data Normalization in Fintech 🗝️💻💰
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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 ...
RegFi Episode 13: Fintech Trends from 2023 – and What’s Ahead – with Peter Renton | JD Supra
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