@davyde

future of financial advice and wealthtech @responsiveai

responsive.ai
Joined October 2021
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love these guys
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Fidel API to Enable Programmable Payments for Visa Clients and Partners #Payments,Fintech pymnts.com/api/2022/fidel-ap… #regtech

Fidel API to Enable Programmable Payments for Visa Clients and Partners | PYMNTS.com

Fidel API has joined Visa Fintech Partner Connect, which connects clients to a “curated and vetted” set of fintech companies, a press release said. With

pymnts.com
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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

Rethinking Financial Services with Artificial Intelligence Tools

AI should tailor what institutions offer to the needs of everyone they serve, instead of forcing them into traditional molds more quickly.

thefinancialbrand.com
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Offering Student Loan Planning As Part Of An Advisory Firm Business Model bit.ly/34vzQNE
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Running a business is a spiritual practice.
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Data protection needs to be part of service and product design, not an afterthought
Andrew Welsch@AndrewWelsch20 Sep 2022
SEC Penalizes Morgan Stanley Over ‘Astonishing’ Data-Protection Failures barrons.com/advisor/articles… via @barronsadvisor

SEC Penalizes Morgan Stanley Over Failures to Safeguard Customer Data

The company will pay $35 million to settle charges related to what the SEC said were “extensive failures” to safeguard customer data.

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

The case for building a data-sharing culture in your company | MIT Sloan

Successful chief data officers shift the narrative away from the risks of data sharing to the risks of not sharing.

mitsloan.mit.edu
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Looks to be competitive with @AssetMapLLC
Wealth Management
@wealth_mgmt20 Sep 2022
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/technol…

RightCapital Introduces Blueprint Data Visualization Features

Building off the momentum of this spring's Snapshot launch, Blueprint provides an interactive and customizable tool for visualizing and organizing a prospect or client’s household financial data.

wealthmanagement.com
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Great financial advisors don’t create plans for clients, they create plans with them.
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Great roundup of @Finovate NY from @AlexH_Johnson workweek.com/2022/09/16/fino…

10 Observations from Finovate

Over the last 15 years or so, I have observed a phenomenon that I like to call the fintech event lifecycle. It goes something like this: A new event emerges with a focus on financial technology and...

fintechtakes.com
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Awesome time presenting at @Finovate Fall in NY. Thanks for the cool shot @bcoops6696
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.⁦@responsiveai⁩ 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
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Love what Tax Status has built. Checkout @responsiveai ‘s #finovatefall demo to see how Tax Status data can create value for wealth advisors
Finovate@Finovate12 Sep 2022
Tax Status showing how it helps banks leverage tax return and income data for underwriting. #Finovate
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A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust - kitces.com/blog/prospect-pro…
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Catch @davyde and @responsiveai doing a live demo TODAY at @Finovate in #NYC
Responsive.AI@responsiveai12 Sep 2022
The future of digital advice delivery is here. Catch our live demo session at @Finovate starting TODAY at 4:10 pm ET. #wealthtech #advisortech #fintech #wealthmanagement #FinovateFall
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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
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Episode #1 of the Advice Architects podcast is live! Host, @Davyde Wachell, and @LexSokolin 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
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personalization is the key to meeting your clients where they live on wealth
Responsive.AI@responsiveai1 Jul 2022
Wealth businesses need to help people invest in line with their passions, preferences and beliefs, while recognizing that those will differ by individual. by @CherylMunk How #Investors Define ‘Wealthy’ Might Surprise You bit.ly/3wKXSCJ #advisors #wealthmanagement
focusing on client needs is the easiest way for wealth managers to win in this market.
Responsive.AI@responsiveai31 May 2022
New research shows that #investors are struggling to find the advice and services they need, regardless of how they access #wealthmanagement services. via @IntelInsider bit.ly/3LzkGut #advisors #wealthtech #advisortech
AI that isn't explainable and aligned with client best interest is a liability for wealth managers
Responsive.AI@responsiveai30 Jun 2022
The "black-box conundrum" is less of a problem if #AI models are built transparently with the objective of providing advice that is in the client's best interest. How Banks Can Shed Light on the 'Black Box' of AI Decision-Making bit.ly/3xYHvBW via @Xbond49
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