AI that isn't explainable and aligned with client best interest is a liability for wealth managers

focusing on client needs is the easiest way for wealth managers to win in this market.

personalization is the key to meeting your clients where they live on wealth

Episode #1 of the Advice Architects podcast is live! Host, Davyde Wachell, and Lex Sokolin | Generative Ventures discuss the new world of #DeFi and #Web3 #tech and how #advisors can evolve their practices to respond to their clients’ interests and needs. responsive.ai/blog/advice-ar… #wealthtech

We'll be at #FinovateFall next week in #NYC! Don't miss our live demo on Monday Sep 12 at 4:10 pm ET led by our CEO, Davyde Wachell, and Chief Science Officer, Logan Grosenick. #fintech #advice #advisors #finovate #innovation #wealthtech #wealthmanagement #banking

Catch Davyde and Responsive.AI doing a live demo TODAY at Finovate in #NYC

A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust - kitces.com/blog/prospect-…

Love what Tax Status has built. Checkout Responsive.AI ‘s #finovatefall demo to see how Tax Status data can create value for wealth advisors

.⁦Responsive.AI⁩ demoing its technology that empowers advisors to see more, know more, and do more for their clients. Headquartered in Vancouver, NY, Responsive was founded in 2017. #Finovate

Awesome time presenting at Finovate Fall in NY. Thanks for the cool shot Brendon Cooper

Great roundup of Finovate NY from Alex Johnson workweek.com/2022/09/16/fin…

Great financial advisors don’t create plans for clients, they create plans with them.

Looks to be competitive with Asset-Map

The case for building a data-sharing culture in your company mitsloan.mit.edu/ideas-made-to-…

Data protection needs to be part of service and product design, not an afterthought

Running a business is a spiritual practice.

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

Offering Student Loan Planning As Part Of An Advisory Firm Business Model bit.ly/34vzQNE

Fidel API to Enable Programmable Payments for Visa Clients and Partners #Payments,Fintech pymnts.com/api/2022/fidel… #regtech

love these guys