HCLTech’s Post

At first glance, a Tiffany lamp might look like any other lamp. But look closer, and you’ll see each piece of colored glass was meticulously placed by an artist with a vision. The individual elements, the careful assembly, and the artist’s craftsmanship make it truly unique and valuable. This is how we approach our vision at CU WealthNext. We partner with top-tier companies, each contributing their expertise, technology, and creativity to create something extraordinary. Just like the pieces of a Tiffany lamp, each partner’s contribution is vital to the whole. By bringing together the best-in-class providers, we’re not just assembling a product; we’re crafting a wealthtech ecosystem that stands out in the credit union space. The future is bright. Let’s illuminate the path together. #wealthtech #creditunions

Got bench strength? If you're in the Kansas City area on April 17th, join us for this event! We will be talking about the importance of succession strategy and how to build a business-smart, high involvement ownership culture. "Succession is, of course, an issue that sooner or later confronts every business and every business leader" - A Stake in the Outcome

Discover how Andes Wealth's streamlined process is revolutionizing client interactions for Invst. Experience the transformation firsthand. Book a demo today and elevate your client relationships to new heights. https://lnkd.in/gGWFK5xt #InnovationInFinance #ClientSuccess

Advice-Centric is greater than Product-Centric. Pushing products is a drain, and is often doing our clients a disservice. We can do better, Ya'll! At Gateway Associates, we require that our teams gets to know each client as a person, not just as a financial worksheet. There’s a heck of a lot more to someone’s financial picture than which products they need. We want to work with clients who enjoy establishing long-term relationships with our team! *See thrivent.com/social for important information.

Interested in learning more about how to set up a collections panel to allow for scale or to diversify your overall strategy? Later today, we are discussing this and more as Justin Parker joins us to share his experience and insights.

It’s no secret that a business thrives with the right strategy and vision, but without the right ambitious people, it doesn’t always run so smoothly. We’ve focused on a few things recently to help empower and grow our teams which I thought was worth sharing, So, here is what made Q3 at DCM stand out to me: 💡Redefining what profit means to us: We signed new deals, expanded into new markets, and unlocked key partnerships. But none of this would have been possible without our team’s grit and determination. Every challenge we faced was met with energy, creativity, and relentless focus. We always walked away from conversations learning from feedback and with new knowledge. 💡Teamwork in high-pressure moments: The best strength about us as a team? We thrive under pressure. Tight deadlines, complex asks and larger deliveries—we came together and got it done, faster and smarter than ever. When the stakes are high, our team rises higher. 💡Implementing technology freed up time: We hired experts to look at our processes and to bluntly tell us where we could optimise using tech. Certain investment opportunities stand out when you’re quickly growing as a business. Our team are now better equipped to operate and outsource more effectively than ever. 💡Activating team potential: The strength of our business relies on having the best group of trusted consultants ready and prepared for action. Maintaining transparency with our team and wider network is vital to making this work. Q3 threw a couple of curveballs our way, but instead of slowing us down, we listened to exactly what our customers were looking for and leveraged the unique skills within our teams to fix these problems. Untapped talent very often lies within. 💡Speed + precision = growth: Growth doesn’t wait, and neither do we. The speed at which our team moves—without sacrificing quality—is what keeps us ahead of the curve. The results? Every initiative delivered ahead of schedule, every target exceeded. Q3 was all about resilience, speed, and—most importantly—empowering our people. Our team is the reason we continue to push boundaries and break through our targets. There’s still lots more to achieve this year and we’re preparing for 2025 with some bold plans and new company announcements. #teamwork #growth #FinancialCrime #AMLCompliance

Our Purpose at #Barclays encapsulates what we are fundamentally here to do. It provides a clear expression of the kind of #business we want to be, and what we #care about, which in turn helps guide us in the decisions we make.

Our Purpose at #Barclays encapsulates what we are fundamentally here to do. It provides a clear expression of the kind of #business we want to be, and what we #care about, which in turn helps guide us in the decisions we make.

Transforming Transactions:Today, remember to prioritize the experience. Be the embodiment of your company's values, reflecting the essence of your community's ethos. Let every interaction be a testament to the joy of collaboration. 🤩 #TipsTuesday #CustomerExperience #MercyLVTC #LVTCServices

🙏🏼 Thank you Hubbis for this great article emphasising how Kidbrooke's unified investment and wealth analytics platform is significantly enhancing the efficiency and accuracy of financial planning and analytics. 📢 The article highlights how our solutions are helping financial/wealth advisors and financial companies overcome traditional challenges in the industry, such as data silos and operational inefficiencies. 💡 Learn about the tangible benefits that Kidbrooke’s technology is bringing to the financial sector, driving a shift towards more dynamic, data-driven decision-making processes which in turn provides more personalised financial advice, improving client satisfaction and engagement. 👉🏼 Explore the transformative impact of Kidbrooke's tech on financial planning by reading the full article here: https://lnkd.in/gw_tddhc Fredrik Davéus Michael Stanhope #wealthtech #financialplanning #wealthmanagement #retailbanking #wealthanalytics #financialanalytics #customerengagement #kidbrookeone