"Life is tough, don't give up, stay focused, and persevere." Wise counsel from Pascal WealthTech founder Frances Zomer to young women coming up in their careers.
On #InternationalWomensDay, we celebrate amazing women inspiring new generations.
#IWD2023
https://t.co/D2gB8jlMHH
...and we would add an extra candy heart, long-stemmed rose, piece of chocolate, etc. for #financialadvisors who create a perfect match between their clients and low-cost, tax-efficient #ETFs.
Behavioural engagement systems like our InvestorEQ are increasingly important in volatile markets.
If you're a financial advisor looking to have better conversations with your clients around risk, we invite you to try InvestorEQ: https://t.co/01qF2oqJNy
https://t.co/wriP5CR9e8
Interesting data from @CBinsights' 2023 Fintech Trends to Watch webinar today. Early-stage #fintech companies took a larger share of deals than ever before.
Fintech innovation is growing and demand for better digital experiences makes it an integral part of financial services.
"60% of high-growth [financial advisory] practices use SOPs." That's impact.
It's why digital client engagement systems like our Living Wealth & InvestorEQ are so important to firms that want to grow.
Learn how our systems can help your wealth firm grow: https://t.co/TpK5wd1Rgf
@temurdur We think @nicolecasperson said it well in her 2023 fintech aspirations article, "the fintech revolution has only just begun ... fintech is no longer a trend but an integral part of the financial industry and society."
It will be interesting to see it evolve and mature.
@MPacurarM "Fintech and big banks need to work together; the combination between the two is far more powerful than either one going alone." We couldn't agree more.
"Digital helps us become more human." Great insights from @briansolis.
We help advisors have better relationships, demonstrate appreciation and nurture loyalty with InvestorEQ & Living Wealth.
Let our innovation drive your growth: https://t.co/x7Vdbm2EjH
https://t.co/9ZbAyvxl53
Good @FT_PWM story by @YuriBender on how #fintech start-ups help wealth managers improve client experiences.
Our digital platform delivers client messaging & integrated video for better client experiences and communications within a compliance framework.
https://t.co/9R2Vgs3FjV
@SamanthaTwenty@ThinkAdvisor Good advice as always. Go beyond the financial will be increasingly important as Deloitte highlighted in their "optimizing the wealth consumer engagement journey" report.
We're helping advisors deliver on this objective with our client engagement & loyalty program Living Wealth.
Great to see #DigitalTransformation trending! Here's our CEO @HowardAtkinson talking at the WealthTech Summit about how digital technology is transforming the ways financial advisors engage clients and deliver personalization in wealth management. #fintech https://t.co/HaWwfP8FSA