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September 2020
 		  
 

The 2020 Wealth Award Winners will be announced on September 10th
Register for the Virtual Event now and catch up on last years winners below!
Register Here

 
   
 
WealthTech Winners Circle

A Compliance-Approved Way to Text Clients in Real-Time

Special Guest: Brian McLaughlin, CEO of Redtail Technology


In this episode you will learn:

  • How Brian helps advisors ease into the adoption of new technology
  • Whether we’ve reached the point where advisors and robots can co-exist harmoniously
  • What the future might hold for screen scraping
  • What outcomes Brian expects from the current wave of consolidations in the finance industry
Listen Now
WealthTech Winners Circle

A Disrupter in the Wealth Management Tech Industry

Special Guest: Oleg Tishkevich, CEO of INVENT.us


In this episode you will learn:

  • How Cloud Native allows advisors to quickly adapt as their business model changes
  • What the biggest tech struggles are for advisors
  • What challenges and opportunities consolidation presents for advisors
Listen Now


WealthTech Winners Circle

RPA Is Tying Your Documents Together

Special Guest: Linda Ding, Director of Strategic Marketing at Laserfiche


In this episode you will learn:

  • How Laserfiche allows advisors to streamline their document processing
  • Why integration is at the top of the list of tech challenges for advisors
  • If we are past the point of no return with the adoption of technology in financial services
Listen Now


WealthTech Winners Circle

How Innovative Technology Helps Financial Advisors

Special Guest: Eric Clarke, CEO, Orion Advisor Solutions & Kelly Waltrich, CMO, Orion Advisor Solutions


In this episode you will learn:

  • Astros: A software that allows customers to check their portfolios from anywhere and at any time.
  • Slack: The tool that allows social connection in these times of social distancing
  • The role of existing online platforms in easing and facilitating workload
  • Automation and robots for communication and marketing purposes: Why they could never replace real advisors
Listen Now
 
 
Earlier 2020 WealthTech Podcast Episodes

  • Create Fearless Investors With Riskalyze
  • Delegate to Technology With Betterment for Advisors
  • Use Technology to Start Conversations About Longevity With Whealthcare
  • Are You Automating These 5 Critical Growth Objectives Yet?
  • Providing a Better Advisor & Client Experience
  • TD Ameritrade Bringing the Latest in Innovation
  • Tech Assisting Advisors Now More Than Ever
  • Tech Opportunities for Today’s Advisors

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    Interested in sponsorship opportunites at the Industry Awards event?


    A unique opportunity to sponsor the only annual event celebrating outstanding achievements, product innovation and leadership in the financial advisory community

     

     
     
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