X1 Analytics®’s Post

We're headed to WealthStack EDGE 2024! Stop by booth K25 at WealthStack’s EDGE Conference from May 13 – May 16 and learn more about the future of financial modeling. Want to learn more about Voyant before you join us? Sign up for a free trial to learn more about how Voyant can radically amplify your client engagement. Or, book a demo with our expert customer support team to learn more about all of our products and offerings. #WealthManagementEDGE #WealthStack #WMEDGE #WMEDGE2024

The Insurtech landscape is propelling itself into the forefront of the global insurance industry 🚀 - supporting the profound (and essential 😅) modernisation of processes and sleeker customer journeys. Building on what we do at Charles Taylor InsureTech 🤩, I am really looking forward to sharing this Financial Promoter panel with my peers! #insurtech #claimsmanagement Special thanks to the experts who helped me dive deeper into this topic. Arjun Ramdas Gonzalo Geijo Parul Kaul-Green, CFA Hélène Stanway

📊 Exciting news in the world of business finance! 🚀 Introducing FinLens - your AI-powered financial ally for smarter business decisions. At FinLens, we believe that every business, big or small, deserves access to top-tier financial insights. Our platform turns complex data into clear, actionable information, helping you stay ahead of the curve. Ready to transform your financial strategy? Let's chat! 💬 #FinTech #AIinBusiness #SMBGrowth

Who wants to see what you missed in this 29 minute replay on YouTube? Support financial planning convos that advisors SHOULD be having but aren’t easily. Until now. https://lnkd.in/emmbcR2D If you Like it then Let me know with a 👍 Asset-Map #LeadWithAdvice #AdviceTechLIVE

Finding the highest-quality deals and increasing investor returns hinges on having the right information at the right time. Intapp DealCloud uses a powerful new model to deliver the holistic, real-time insights teams need for financial success. https://lnkd.in/e7cimtPu To learn more, feel free to reach out directly! #IntappDealCloud #IntelligenceApplied

Our vision for financial planning has become a reality — and we couldn’t be more excited about it. Collectively we work smarter with a tech-forward platform, an unbiased product suite, and 150+ years of industry experience. If you're looking for a new way forward, you've found it. #Terrawealth #financialplanning #techforward

Finding the highest-quality deals and increasing investor returns hinges on having the right information at the right time. Intapp DealCloud uses a powerful new model to deliver the holistic, real-time insights teams need for financial success. https://lnkd.in/g38CGakw

Advisors asked, we listened. Our new direct eMoney Advisor integration will transform how you deliver holistic financial advice—forever. With this exciting new partnership, Vanilla becomes the first estate planning solution to unite AI-powered estate planning with industry-leading financial planning technology. Firms using Vanilla and eMoney together will have the power to: • Eliminate manual data entry with automatic sync • Accelerate estate planning with AI-powered insights • Seamlessly manage data across both platforms To learn more about this integration and when it will be generally available, read on: https://lnkd.in/enzAy9YX #wealthtech #emoney #integration

**The financial industry is addicted to throwing huge piles of cash at problems.💸** MFS (Market Financial Solutions) just boosted their institutional funding lines to a stupefying £1bn. 🎉🚀 But here's the harsh truth: More money thrown at problems doesn’t necessarily equate to smarter financial solutions. When will institutions realize that just pumping up the monetary volume doesn’t automatically turn the noise into a symphony? 🤦♂️ The key isn't just to have deeper pockets but to wield smarter financial tools that can dissect and optimize every penny spent. For example, I recently came across Finotor, an unsung hero in the world of accounting and financial analysis software. This tool doesn’t just keep track of transactions; it actually provides actionable insights that help businesses make informed decisions. Imagine if those managing these colossal funds used Finotor’s power to elevate their financial strategies. We’d likely see a revolution in how institutional funds are utilized! 💡📈 Let me give you a simple analogy: Increasing the horsepower of a car doesn’t make you a better driver. Strategic planning and intelligent financial management are the real game-changers here. So, next time we celebrate these enormous funding injections, let’s also ask a crucial question: Is the money just sitting in an account, or is it being maximized with smart, data-driven tools? 🚀💰 Let’s pivot from being money-throwers to becoming financial strategists. Franck BRUNET ---------------------- Liked this post? Want to see more? Ring it on my profile 🔔 Connect with me 🔝 Follow me: #franckbrunet #finotor

Finding the highest-quality deals and increasing investor returns hinges on having the right information at the right time. Intapp DealCloud uses a powerful new model to deliver the holistic, real-time insights teams need for financial success. Read the infographic to learn more: https://hubs.li/Q02X1Nyw0 #PrivateMarkets #PrivateCapital #PrivateEquity #IntappDealCloud