Davyde
78 posts
Davyde
@davyde
future of financial advice and wealthtech @responsiveai
Beigetreten Ekim 2021
0 Folgt107 Follower
Tinder for wealth management 🤔 #fintech
Urs Bolt 🇨🇭🇵🇭@UrsBolt
#Merrill Wealth Management launches advisor matching program: Using Merrill Advisor Match, customers answer a set of questions that helps match them with a list of financial advisors. @julieschicktanz, @finovate: finovate.com/merrill-wealth… #WealthManagement #WealthTech #CX
City of London, London 🇬🇧 English
@Noahpinion What’s next? Eating green leafy vegetables and going for a 15 minute walk? Helping the elderly cross the street? smh
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Davyde retweetet
Fidel API to Enable Programmable Payments for Visa Clients and Partners #Payments,Fintech pymnts.com/api/2022/fidel… #regtech
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Davyde retweetet
Use data-driven insights to provide better #advice, moving from system-centric #data to human-centric data, from products to journeys and from selling to advising.
Read: Rethinking #FinancialServices with #AI Tools
bit.ly/3focBxp
by @Davyde Wachell
#wealthtech
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Watching @jasonpereira share his thoughts on “the next 20 years” in the advisor / planner space at the @AdvancedPlanner (IAFP) Symposium 2022 is fascinating!!
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Davyde retweetet
Hello darkness my old friend. Silver linings: time to read and catch up with old friends.
Open to any book suggestions (especially fiction of past 25 years most of which I missed.) 📚
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Davyde retweetet
Data protection needs to be part of service and product design, not an afterthought
Andrew Welsch@AndrewWelsch
SEC Penalizes Morgan Stanley Over ‘Astonishing’ Data-Protection Failures barrons.com/advisor/articl… via @barronsadvisor
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Davyde retweetet
The case for building a data-sharing culture in your company mitsloan.mit.edu/ideas-made-to-…
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Giphy said young users think gifs are "for boomers", "cringe", and "out of fashion". 😩
businessinsider.com/giphy-says-gif…
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Looks to be competitive with @AssetMapLLC
Wealth Management@wealth_mgmt
After successfully launching their Snapshot feature in the spring, @RightCapitalHQ introduces a fall follow-up in the form of Blueprint, an interactive and customizable tool for visualizing and organizing a prospect or client’s household financial data. wealthmanagement.com/technology/rig…
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Davyde retweetet
Great financial advisors don’t create plans for clients, they create plans with them.
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