Versoft Consulting

Investment technology with a personal touch.

[Versoft Consulting @versoftconsult]

Need help selecting and implementing technology to create a more personalized client experience? 🤔

We can help! Check out the video below to learn more about how we assist firms like yours...

#FinServ #fintech #wealthmanagement

[Versoft Consulting @versoftconsult]

We turned 8 yesterday! 🎉

[Versoft Consulting @versoftconsult]

Looking for tips to make progress with the #wealthtech you already have? We outlined 3 steps to do just that below! 👇

[Versoft Consulting @versoftconsult]

Our team just got back from our 2023 Company Retreat!

From escape rooms to scavenger hunts and team challenges, we had an action-packed week with plenty of great food mixed in.

It's important for us to get everyone together building chemistry and rowing the same direction 😊

[Versoft Consulting @versoftconsult]

Technology fragmentation is killing efficiency. Here's how to avoid it 🧵👇

[Versoft Consulting @versoftconsult]

🚨 New testimonial Alert 🚨

Wondering what it's like to work with us on your technology evaluation? Check it out!

Thank you to Douglas Goebel, CFA from Quest Investment Management, LLC for the glowing review of Ben Wieber 🙏

#finserv #wealthtech #wealthmanagement

[Versoft Consulting @versoftconsult]

2. New Technology, Same Workflows

Unfortunately, it's become common for firms to spend time and money only to use their new platform the same way they used the old one.

Identifying painful workflows to be improved from the beginning makes it easier to increase your ROI.

[Versoft Consulting @versoftconsult]

The most common issue we're seeing with investment technology 👇

Subtraction by Addition

There are 2 ways this happens:

[Versoft Consulting @versoftconsult]

1. Lack of Training

Every new platform and solution require more training when many firms aren't trained properly on the software they already have.

Before adding pieces, ask yourself whether your current technology is being used to its full potential.

[Versoft Consulting @versoftconsult]

The relationship we have with technology directly affects our financial success.

As #financialliteracymonth comes to a close, we wanted to share a quote that resonated with our team...

#wealthtech #finserv

[Versoft Consulting @versoftconsult]

When was the last time you assessed your reporting workflows? 🤔

If you'd like to compress the time and effort needed to run client reports each month, we have a flexible process that accommodates you 👇

https://t.co/1Hj7ACEm2N

[Versoft Consulting @versoftconsult]

🔴 flags to watch out for when hiring integration partners:

1. They don't work to understand the purpose of your integration

2. Only give one option as a potential solution

3. They don't explain why the integration makes sense

4. No troubleshooting or training is included

[Versoft Consulting @versoftconsult]

Yesterday concluded #themasters and we wanted to highlight a part of the game that's often overlooked.

Caddies.

They obsess over details so golfers use the right club to🏌️ smart shots when the pressure's on.

That's what we do for your #wealthtech!

[Versoft Consulting @versoftconsult]

@craigiskowitz What an opportunity! $1200 is a steal 🤣

[Versoft Consulting @versoftconsult]

Our consultants share their biggest takeaways from @t3techhub

1. Cybersecurity is Paramount
2. AI is Here to Stay
3. All-In-One Platforms are Getting Better

Check out all the insights by following the link to T3's Software Survey below

https://t.co/JDeR8gLvci

[Versoft Consulting @versoftconsult]

We came across this fantastic blog post from Pleasant Wealth, LLC and had to share.

The secret sauce to female entrepreneurs building lasting family wealth can be applied to building #wealthtech success too!

It takes long-term commitment and intention.

https://t.co/UcEK0FxqSN

[Versoft Consulting @versoftconsult]

@Diana_Britton @wealth_report @Rlarryroth @MindyDiamond @LizFritz319 @ford_erinn @marieswift @AngieHerbers Congratulations to you and all the other winning women making progress in our industry!