Christine Ciriani’s Post

I appreciate Kapin Vora and InvestCloud, Inc. Inc. for inviting Buckingham Wealth Partners to discuss how highly personalized comprehensive wealth management experiences for advisors and clients can come to life digitally. Much of the profession focuses only on digital advice experiences for clients or advisors, or neither, yet we’ll share how how to add value to both audiences simultaneously.

Solifi is partnering with Monitor to recognize the top 100 equipment finance companies in the United States. As a secured finance lender, technology should be an integral part of your operations. Business leaders that embrace changing technology trends are the ones who will continue to succeed in a competitive market. Solifi’s cloud-based SaaS solutions equips you with the tools you need to grow you product line, adapt to changing market conditions, and streamline your processes. A message from our sponsor: “Solifi’s mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help you protect and scale your business. Continued business disruptions can be a thing of the past; we invite you to learn more about how we can optimize your operations, mitigate risk and futureproof your business.” Learn more by visiting: https://lnkd.in/gGkxDh7g Explore the 2024 Monitor 100 Flipbook & Digital Edition Now: https://lnkd.in/gkF3wbBE #monitor #top100 #companies #equipment #finance #sponsor #tech

Acquiring a new book of clients ? Can you service them all ? Many firms are facing the challenge that the clients with the smaller portfolios are simply unsustainable from a commercial stand point. 👑 So, what to do. If your firm is facing this, then get in touch with John Driscoll and lets discuss a solution that comes with no cost to the firm and will actually add value to your business. 💰 And let's give these clients some love ❤️ 😊 ❤️ 😊 #ifa #financialplanning #financialadvice #love #digitaladvice NextGen Planners Financial Technology Research Centre (FTRC) NextWealth

Attract the next generation of investors and build stronger client relationships with moCal, the all-in-one platform designed to streamline your workflow and boost client engagement. Many financial advisors struggle to connect with younger generations of investors. moCal empowers you to bridge the gap by offering a user-friendly, tech-enabled experience. Here's how moCal can help: Save 92% Admin Time: Automate tedious tasks like report generation and rebalancing, freeing up valuable time to focus on client relationships. Boost Client Engagement: Deliver a modern, interactive experience for your clients with secure document sharing, real-time portfolio tracking, and personalized communication tools. By streamlining your workflow and providing your clients with a modern, engaging experience, moCal empowers you to attract and retain next-gen investors. Start your 30-Days Free trial at https://lnkd.in/dFp8BE_6 - - - #FinancialAdvisor #WealthManagement #FinTech #NextGenInvestors #ClientEngagement #InvestorRelations #AdvisorTech #WealthTech #FinancialPlanning #RoboAdvisor #FinancialMarketing #Investing #Finances #PortfolioManagement #moCal

Its unfortunate that sometimes Dashro cannot show on social media what clients we have as most of our clients especially financial institutions want to stay private and we respect their wishes, but one of our clients we have worked with for over 3 years is 52 Billion AUM and one of the largest Wealth managers in the UK. Others are 5Bn, 3Bn etc but actually, we really do target small to medium sized institutions as we can make a bigger impact with their technology and automation workflows. If you want to know who our clients are, just ask... #dashro #dashrosolutions #wealthtech #wealthinit

Using the right technology can be a game-changer. At Priority Financial Group, our advisors have access to powerful tech tools that streamline daily operations, improve client experience, and increase efficiency. Imagine what you could accomplish with more time and fewer tech headaches! #TechSolutions #EfficientAdvisors #AdvisorTools

Every business dreams of seamless tech. But how many achieve it? Our tech integration services bridge the gap between what your tools can do and what your business actually needs. From initial discovery to smooth implementation, we help clients achieve a system that’s practical and efficient. If your current tech setup feels more like a barrier than a boost, schedule a discussion today. Learn how we can help you tailor your tech strategy to maximise your return on investment 👉 https://bit.ly/3YpFImU #finuragroup #wealthtech #techconsulting #advicetechnology #businesstransformation

InvestCloud is proud to deliver its Client Lifecycle Management (CLM) platform for Rathbones Group Plc. aimed at modernizing the client experience of one of the UK’s leading wealth managers. Andy Brodie of Rathbones states, “This launch is an important step in enhancing our digital capabilities and will enable us to continue to evolve how we manage client relationships and deliver superior client service into the future.” Designed to support Rathbones' growth strategy, InvestCloud’s innovative CLM solution enhances client onboarding and servicing, as well as improves data quality and operational efficiency. Christine Ciriani of InvestCloud says, “We’re proud to partner with Rathbones to deliver our holistic client engagement platform, enabling them to focus on what matters most – serving their clients.” Architected to support the entire client journey, from initial prospecting to ongoing servicing, the Client Lifecycle Management (CLM) platform from InvestCloud is designed to integrate with clients’ ongoing compliance requirements and industry regulations through robust automated workflows, minimizing the risk of non-compliance and associated penalties, and reducing reliance on manual, error-prone processes. Find out more about this transformative multi-phased partnership: https://lnkd.in/dKQB8TpP #InvestCloud #Rathbones #WealthManagement #Innovation #ClientExperience

Research and Insights from Maveric Systems Limited: Advancing transformation in wealth management: innovations in digital service, adviser enablement, and technology foundations For the necessary reading in Wealth Tech, Maveric’s report, “Advancing Digital Transformation in Wealth Management,” provides a ringside analysis of innovations in digital service, adviser enablement, and technology foundations. The report, with rich illustrations and useful infographics, equips wealth managers with the knowledge and tools to confidently leverage digital tooling to differentiate themselves. Read online: https://lnkd.in/gBYPHs6W #wealthmanagement #WealthTech #TWMMembers

Farther Secures $72M Series C to Expand Advisor Network and Enhance Platform Learn more & get our take 👇 https://lnkd.in/gqc9kiEc "Removing operational and administrative hurdles creates growth opportunities for our advisors, and they can offer a superior experience to even more clients." — Taylor Matthews, CEO and Co-founder at Farther "We were drawn to Farther both for its strong leadership team and for its unique business model which pairs world-class, proprietary technology with human expertise." — Jesse Wedler, General Partner at CapitalG "Attracting the best advisors to a tech-enabled platform like Farther's leads to accelerating advantage and, ultimately, industry dominance." — Drew Aldrich, Managing Partner at Viewpoint Ventures #SoFNews