A busy week of Conferences for Econiq! We're all set up and ready to go for the NAPFA Spring Conference 2022. See you at booth 215! #NAPFA22 #econiq #theconversationhub #virtualmeetings #clientexperience #wealthmanagement #financialadvice #wealthtech

The May 2022 edition of Bob Veres' Inside Information, described The Conversation Hub as "a new program that you never realized you needed…" Get in touch to find out why. #visualengagement #theconversationhub #virtualmeetings #wealthtech #wealthmanagement #financialadvice

We've been invited to showcase The Conversation Hub at AdviceTech Live! Join us virtually Sept. 29 to hear from 20 of the best FinTech companies and 16 of the most influential thought-leaders in advisor technology. advicetech.live #visualengagement #theconversationhub

We're excited to announce that The Conversation Hub from Econiq has been selected as a Finalist for the #XYPNLIVE AdvisorTech Expo live.xyplanningnetwork.com/advisortech-ex… #visualengagement #theconversationhub #wealthmanagement #financialadvice

We can't wait to see you in Salt Lake City Bob Veres Insider's Forum! Catch us at these other upcoming events to learn more about The Conversation Hub from Econiq Sept 28-30 | Salt Lake City, UT | Bob Veres' Insider's Forum Sept 29 | Virtual | AdviceTech Live

The big day is here! We are showcasing at AdviceTechLIVE. Come join us virtually! bit.ly/3UGT4Z8

Econiq Founder & CEO Jim Callan sits down with WealthTech Today podcast host Craig Iskowitz to discuss how The Conversation Hub from Econiq provides a better client meeting experience for advisors and their clients. bit.ly/3fwinNE

Take a break from working IN your business to work ON your business. See how The Conversation Hub by Econiq simplifies client meetings for Financial Advisors and why we were chosen as an XYPN AdvisorTech Expo Finalist! bit.ly/3SsJCac

Advisors, we can't wait to see you at #XYPNLIVE! Come cheer us on at the AdviorTech Expo on Oct. 10th & learn how The Conversation Hub from Econiq can simplify your client meetings. Make your screen worth sharing! #visualengagement #theconversationhub #virtualmeetings #wealthtech

Now up at #XYPNLIVE #AdvisorTech Expo - 🌟 which provides a virtual meeting support tool, overlaying and enriching the Zoom experience to manage the agenda, visuals, app-switching, all in one advisor interface.

According to @FinancialPlanning's Annual Technology Survey, only 38% of financial advisors are confident their organizations are focusing on the right tech to maintain a competitive position. #visualengagement #theconversationhub #virtualmeetings #wealthtech

Two-thirds of advisors agree that technology is key to serving more clients and driving business growth according to Financial Planning Annual Technology Survey. And 51% said “higher client satisfaction” is driving their firms’ priorities and investments in tech. econiq.com

The Psychology of Financial Professionals and Their Clients SSRN papers.ssrn.com/sol3/papers.cf…

Learn how to conduct meetings that make a true human connection and a lasting impression. Find us at the upcoming Susan Bradley | Sudden Money® Institute Institute 22nd Annual Conference in West Palm Beach next week to learn more. See you soon! #visualengagement #theconversationhub #virtualmeetings

Advisors, the 2023 T3/Inside Information Software Survey is live! Take 15 minutes to share your opinions of your firm's tech stack by rating the programs and services you use. Let us know what you think!

We would like to wish all of our clients, partners, advisors, and employees a magical holiday season and a Happy New Year! Wrap up all of your meetings with The Conversation Hub.

EWAS attendees, don't miss the opportunity to connect with 🌟 Founder & CEO Jim Callan at the conference January 30th - February 1st . ​ Contact us at [email protected] to schedule an appointment at EWAS or visit bit.ly/3kjf1zQ to learn more. See you soon!

Exciting news! Thrilled to partner with Wealthbox, revolutionizing client management for advisors. Seamlessly transfer data, streamline meetings, and enhance client engagement with Econiq's Conversation Hub. Deliver exceptional service and maximize efficiency. #Wealthbox

Join us for a live webinar and discover the power of the Econiq + Wealthbox integration! 🚀 Learn how advisors can deliver custom branded meetings, enhance customer experiences, collaborate as a team, and streamline client relationships. wealthbox.com/webinars/how-a…

We are excited to announce Econiq has transformed into The Meetings Hub™, the trailblazer in meetings management for financial advisors. From prep to follow-up, we're revolutionizing client interactions. Explore more at themeetingshub.com