Dani Fava

Seeking Financial Wellness for Everyone.
And 90's rap battles from anyone.

[Dani Fava @DaniFava_Carson]

When I was a young, single mom, I automated my job without telling boss so I could come in late.

That’s how I got into #FinTech

Necessity is the greatest catalyst for creativity.

[Dani Fava @DaniFava_Carson]

At Carson, we’re building technology for superheroes.

In a world where truth is scarce, fear becomes abundant.

Carson advisors are the superheroes their clients need.

Come suit up with us 🦸🏽‍♀️

[Dani Fava @DaniFava_Carson]

@RetirementRisks I always thought of it as not being beholden to any specific investment products.

But I get the sense from your tweet that you’ve thought about this for longer than I have and have disproved this theory 😂

[Dani Fava @DaniFava_Carson]

If you find yourself trying to convince your customer that they have a problem, your product is doomed to fail.

Solve problems your customers are already keenly aware of.

[Dani Fava @DaniFava_Carson]

Now, anyone with an internet connection can synthesize anyone else’s voice. What could possibly go wrong?

Open source AI voice cloning arrives with MyShell OpenVoice https://t.co/dGz0JC1rVR

[Dani Fava @DaniFava_Carson]

@morganhousel Never thought of that!

[Dani Fava @DaniFava_Carson]

The best product designers don’t ask their clients what feature they want; they ask why they want it.

[Dani Fava @DaniFava_Carson]

@SamanthaTwenty Very true!!

[Dani Fava @DaniFava_Carson]

@brianportnoy These results prove: your followers are old (myself included).

[Dani Fava @DaniFava_Carson]

@TR401 Yesssss

[Dani Fava @DaniFava_Carson]

On behalf of someone who is doing really cool things in AI:

If you are a financial advisor/financial advisor adjacent, what function do you most want to outsource to AI?

[Dani Fava @DaniFava_Carson]

@jasonpereira For the sake of research (for a friend) I went back through emails from 2023. Turns out it’s monthly.

[Dani Fava @DaniFava_Carson]

I love the year-end email from my advisor with a comprehensive list of “to-dos”.

She sends me just the right amount of personalized emails. I never feel spammed.

Sometimes I feel overwhelmed, but that’s my fault. 🙃

[Dani Fava @DaniFava_Carson]

No more gatekeeping wealth management.

Professionally managed accounts embedded into banking apps, enabling access for everyone (and helping stop the bleed of bank deposits flowing to investment fintechs)!

Hear more Under the Stars @ #Money2020USA tomorrow 2:15pm

[Envestnet @Envestnet_]

Introducing our embedded investing solution, revolutionizing banking & finance. Banks, credit unions, and advisors can effortlessly offer investing options through their apps/websites, like Central Trust Bank. Check it out! https://t.co/YEMNOoXSeW

[Dan Ives @DivesTech]

Great to speak last week at the @HightowerAdvsor AI panel in Huntington Beach, CA with my friend @Stephanie_Link and the insightful @ENVDani

[Dani Fava @DaniFava_Carson]

@danielcrosby Crush it!!!!

[Dani Fava @DaniFava_Carson]

RIP Google search. Thank you for your service.
https://t.co/MLJdZC7bzm

[Dani Fava @DaniFava_Carson]

@morganhousel Done. Can’t wait to give this to my niece (after I read it) 😉

[Dani Fava @DaniFava_Carson]

@serlindsipity Need more instructions on how to do that…

[Dani Fava @DaniFava_Carson]

Could you be my favorite slide I’ve ever made?

[Dani Fava @DaniFava_Carson]

@brianportnoy I know you didn’t write this to be beautiful, but it’s beautifully written.
Sending an air hug.