future of financial advice and wealthtech @responsiveai
Joined October 2021
- Tweets 78
- Following 0
- Followers 105
- Likes 304
1 Photos and videos
Davyde retweeted
6 Oct 2022
Fidel API to Enable Programmable Payments for Visa Clients and Partners #Payments,Fintech pymnts.com/api/2022/fidel-ap… #regtech
1
2
Davyde retweeted
28 Sep 2022
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
1
2
Davyde retweeted
28 Sep 2022
Offering Student Loan Planning As Part Of An Advisory Firm Business Model bit.ly/34vzQNE
2
1
7
Davyde retweeted
21 Sep 2022
Running a business is a spiritual practice.
2
2
16
Data protection needs to be part of service and product design, not an afterthought
20 Sep 2022
SEC Penalizes Morgan Stanley Over ‘Astonishing’ Data-Protection Failures barrons.com/advisor/articles… via @barronsadvisor
The case for building a data-sharing culture in your company mitsloan.mit.edu/ideas-made-…
1
2
Looks to be competitive with @AssetMapLLC
20 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…
1
Davyde retweeted
18 Sep 2022
Great financial advisors don’t create plans for clients, they create plans with them.
6
3
43
1
.@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
1
4
Love what Tax Status has built. Checkout @responsiveai ‘s #finovatefall demo to see how Tax Status data can create value for wealth advisors
Tax Status showing how it helps banks leverage tax return and income data for underwriting.
#Finovate
1
2
Davyde retweeted
12 Sep 2022
A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust - kitces.com/blog/prospect-pro…
2
15
Davyde retweeted
12 Sep 2022
12 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
1
2
Davyde retweeted
9 Sep 2022
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
1
3
Davyde retweeted
16 Aug 2022
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
2
3
4
personalization is the key to meeting your clients where they live on wealth
1 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.
31 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
30 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