Discover the wisdom of our co-founder, Ophelia Snyder. She shares her insights on the convenience people seek in financial matters. Dive into her thoughts here. #21Shares #Fintech #FinanceSimplified
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Was such an honor to be invited by Sam Plester, CUDE to speak with Tanya Van Court and Cara Macksoud, FBS® at NACUSO. The big aha moments for me were: - People’s financial situations are a part of a family system; the financial well-being and competence of children impacts parents and vice versa. Telling members to set boundaries isn’t how many people want to live. - Top down vs bottom up family support: you get tax breaks and have tax advantaged accounts for caring for children, but we need to advocate for tax breaks for people who are supporting parents/grandparents. - Credit unions can build relationships and gain new members by providing financial wellnesss solutions that bring in the whole family.
“Surround yourself with smart people and shut the hell up.” If that wasn’t an official quote before, it is now. Thank you so much to Cara Macksoud, FBS®, Tanya Van Court, Jennifer Good for joining me to discuss how #fintech can help #CreditUnions use financial wellness as a differentiator. A great discussion. #NACUSO2024
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How much do you know about us. It will be great to find out. Share with us in the comments. #Fintech #FinancialServices #FinancialSolutions
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Review our most impactful wealth management-focused blogs of the year and stay informed and inspired as you gear up for the challenges and opportunities of the New Year. From groundbreaking ideas to industry-shaping insights, our Best of Blogs compilation has it all. https://ow.ly/6KQv30syRkN #SSNCBlackDiamond #fintech #wealthmanagement
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In case you missed one of these, we have highlighted our best blogs from 2023. Take a look now!
Take a look at the top wealth management-focused blogs published in 2023. Whether you're an advisor or a client, these blogs offer valuable perspectives to navigate the complexities of the financial landscape. https://lnkd.in/eadyf6NZ #SSNCBlackDiamond #fintech #wealthmanagement
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John Best and I had a great, candid conversation with CEO Chuck Fagan about progress on the PSCU / Co-op Solutions combination. Then came the Capital One / Discover Financial Services news- based on the investor call, we share initial thoughts on that as well. https://lnkd.in/eTtVhsrt #creditunions #creditcardprocessing #fintech
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With 2024 underway, we look back on all that we've accomplished in 2023. Thank you to our exceptional staff, amazing partners, and incredible supporters who’ve helped us reach some extraordinary milestones and continue to be a part of our quest to revolutionize the future of financial advice. 🚀 #Conquestplanning #fintech #wealthtech #advisortech #yearinreview
Conquest 2023 Year in Review
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Take a look at the top wealth management-focused blogs published in 2023. Whether you're an advisor or a client, these blogs offer valuable perspectives to navigate the complexities of the financial landscape. https://lnkd.in/eadyf6NZ #SSNCBlackDiamond #fintech #wealthmanagement
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Sales and Leader in FinTech | Senior Director, Head of North America Strategic Sales SS&C Eze | Managing Partner, Terebinth Group | LP, J-Impact Investor | Board Member, MFT | Top 100 Finance 2022
Review our most impactful wealth management-focused blogs of the year and stay informed and inspired as you gear up for the challenges and opportunities of the New Year. From groundbreaking ideas to industry-shaping insights, our Best of Blogs compilation has it all. https://ow.ly/SuS830syYte #SSNCBlackDiamond #fintech #wealthmanagement
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From a high-interest savings wallet like Vault to a personalised financial plan, Herconomy will help you reach your goals faster! Ready to go from where you are to where you want to be financially? Start saving on the Herconomy App today! Kickstart your journey towards a brighter financial future with Herconomy by your side! 💰 #herconomy #savingmoney #savings #fintech
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