John Luciano
@johnluciano
I teach financial professionals & fintech startups how to market and sell their services. Founded two SaaS fintech companies. #LGR 🏒
ID: 59881400
24-07-2009 20:35:33
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Thrift Savings Plan has implemented a 2FA method that many aggregators are unable to work with. TSP joins a small but growing list of banks that are not eager to work with 3rd party data providers Bill Winterberg, CFP®️
Advisors want aggregation in their tech stack - integrated or standalone. At what point do harvest failures lead to diminishing returns & poor client experience? Statement upload w/ OCR to extract metadata is infinitely more reliable. Bill Winterberg, CFP®️
Stefan Kalb, Shelf Engine, CEO, "[SVB] makes you keep *all* your assets in their bank when they loan you money. Rachael Camp, CFP® Danika Williams lindseyonthehorse Dr.CatBear is it common practice for startups to sign bank loan agreements that do not allow multiple banking relationships?