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Friday, March 24, 2023

WealthStack Podcast: Fixing Integration Challenges Is Now a Actuality

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Many corporations are sitting on a plethora of knowledge, however have struggled to unlock the true worth of all of it. Integration permits (usually disparate) programs to speak with one another, and information integration is vital to delivering high-quality shopper and advisor experiences. By centralizing the entire information, corporations can achieve a holistic view and understanding of their shoppers and portfolios, which in the end results in happier shoppers. 

On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Kyle Van Pelt, CEO of Milemarker, about how advisors can keep away from technological errors and create a seamless expertise.

Shannon and Kyle focus on:

  • What challenges encompass know-how integration and the way Milemarker offers integration as a service the place tech is including worth to an advisor’s apply
  • How advisors can keep away from changing into “unintentional CTOs”
  • Three issues early-stage information corporations should get proper when constructing a scalable enterprise

Join with Shannon Rosic:

Join with Visitor:

About Our Visitor:

Kyle Van Pelt began working in skilled sports activities, then into software program, then he and his spouse began and ran a espresso store, then again to software program and into finance. Kyle has tried a bunch of various issues and constructed a various set of experiences.

THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge know-how is powering a brand new technology of growth-minded advisors. Discover out extra at WealthStack.

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