AdvicePay’s Post

Javelin Strategy & Research colleague Greg O'Gara has a new report out of our Digital Wealth—Advisor practice: A desire to increase advisor productivity has broadly shifted the wealth manager focus to the client segment with $1 million-plus in investable assets, a segment typically associated with the large broker-dealer or wirehouse. The growing channel of independent registered investment advisors, in particular, has embraced the use of flexible and personalized fintech engagement solutions to expand the advisor’s book across wealth segments. These solutions are embedded across key points of investor engagement, including onboarding, investment selection, disclosure, portfolio construction, and financial planning. This Javelin Strategy & Research report looks at how a strategic approach to integration will be needed to convert a disjointed set of tech solutions into a truly integrated workflow. https://lnkd.in/gV5-VRBG #wealthadvisor #fintechs #engagement

Tired of all the manual steps you have to take to open accounts? We can help you! Our Digital Onboarding solution is highly automated and saves financial advisors time and energy, allowing them to form deeper connections with their clients. Learn more below: #FinTech #WealthManagement #Technology

Get ready for a major transformation in the bridging finance industry over the next decade! 🚀 Advanced tech integration is set to speed up service delivery, making processes more efficient and securing financing faster. Plus, we're expanding our reach to cater to a diverse range of property developers, offering more flexible and tailored financial solutions. This is not just evolution, it's thriving; bridging finance is about to become a key player in the financial sector. #BridgingFinance #FinanceTransformation #TechIntegration #FutureOfFinance #Innovation #PropTech #RealEstateFinance #FinanceTrends #FinTech

Get ready for a major transformation in the bridging finance industry over the next decade! 🚀 Advanced tech integration is set to speed up service delivery, making processes more efficient and securing financing faster. Plus, we're expanding our reach to cater to a diverse range of property developers, offering more flexible and tailored financial solutions. This is not just evolution, it's thriving; bridging finance is about to become a key player in the financial sector. #BridgingFinance #FinanceTransformation #TechIntegration #FutureOfFinance #Innovation #PropTech #RealEstateFinance #FinanceTrends #FinTech

Faster development and product launches are a lot more difficult for financial & investment software providers when they go about it without a partner! #fintech #wealthtech #software #partnerships #empaxis

Just because day one implementation is over does not mean the headache has gone away ⚠️   As firms look at operationalising Consumer Duty to remain compliant, success will depend on: - Modern processes. - The right data strategy.   But where do you start?   In the first of our three-part series on operationalising Consumer Duty, we explain why a digital approach to product governance is so important and how firms can shift from manual processes to automated systems by making better use of technology 🦾 Check it out here 👉 https://lnkd.in/epCjF9cV #ConsumerDuty #FinancialServices #DigitalTransformation #FinTech #ProductManagement #ProductGovernance Josh Blundell

Look at the numbers! Turning the spotlight on our award-winning Digital Onboarding solution—including our new Account Transitions feature that can help you setup up to 6,000 client accounts in 90 seconds. But enough about us. You can say goodbye to tedious data entry and super slow account opening! #FinTech #Infographic #NIGOs #DigitalOnboarding #AccountTransitions https://hubs.li/Q02HD5tr0

In today's financial landscape, client experience reigns supreme. Our blog explores wealth management client experience, emphasizing its role in shaping relationships and driving growth. We delve into strategies and tech that enable advisors to deliver exceptional experiences, highlighting the importance of understanding client needs and leveraging technology for transformation. Read the full blog for insights into client-centric excellence: https://lnkd.in/gu6UWFSV #ClientExperience #Fintech #AmplifyPlatform #FinancialAdvisors

#fintech leader John F. Sweeney knows that good technology benefits both #financialadvisors AND their clients. When #advisors Lead with Advice during Moments That Matter, everyone wins. Clients enjoy a better #clientexperience and outcomes, and advisors benefit via increased loyalty, improved referral rates, and higher share of wallet. Bento -- Scaling Moments That Matter.

In an ever-evolving financial landscape, #syndicated #investments have emerged as a pivotal strategy, allowing individuals to pool resources and mitigate risks. We created a new #guide that navigates the intricate world of syndicated investments, shedding light on their history, benefits, types, and the challenges faced by investment groups amidst #digitalization. We will also cover #syndication #softwareplatforms and their role in simplifying the investment process 💡 📄 Find the free guide here https://lnkd.in/eEtB6Nyf #fintech #software #wealthmanagement #investmentplatform #finance #digitalbanking #realestate