@davyde

future of financial advice and wealthtech @responsiveai

responsive.ai
Joined October 2021
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  • Followers105
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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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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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Great financial advisors don’t create plans for clients, they create plans with them.
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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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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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Essential summer reading for financial #advisors featuring @ThePerfectRIA @robertsofia @Value_Strat @DanSolin @josephcoughlin @Leidyklotz @BoBurlingham @AdamMGrant @MarkCWinters @BenjaminPHardy @DanSullivanSC via @MichaelKitces bit.ly/3OLyPWr

2022 Must-Read List Of Best Books For Financial Advisors

Michael Kitces' summer reading list of best books for financial advisors in 2022, from marketing, delivering value, scaling growth, client communication, & more

kitces.com
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We're pleased to announce Responsive AI has closed a $3.5M (CAD) strategic round, led by Co-operators. “Our mission is to help institutions scale better #advice, to more clients,” said CEO, @Davyde Wachell. More details: bit.ly/3K73NWe #wealthtech #fintech #advisors
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“With @responsiveai's productivity tools already running across our entire advisor network, we know that their insights enable advisors to offer data driven solutions that help our clients grow their wealth and secure their financial future.” #fintechnews bddy.me/3xUuOKn
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A wise person told me years ago that financial planning is a great get rich slow business. Let me build on that sage comment if you're still early in your FP career. Here are some rules to live by: A thread:
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Zen and the Art of #ArtificialIntelligence – #ItzOnWealthTech Ep 21 @davyde in conversation with @craigiskowitz #wealthtech #AI #wealthmanagement bit.ly/3tmQKLk
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I learned about @PlannerDAO today and like it Community of 700 financial planners trying to figure out how to bridge into DeFi Welcome welcome
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Zen and the Art of #ArtificialIntelligence #ItzOnWealthTech Ep 21 @davyde in conversation with @craigiskowitz j.mp/3Hz6dw9
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Stop information pollution from turning your company’s #datalake into a swamp Prioritizing your organization's #data is a key starting point via @VentureBeat @guzmand @ipfconline1 @JimMarous @rshevlin bit.ly/3G3pSUx
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5 levels of meaningful digital financial #advice to provide to retail customers - Educational advice - Generic advice - #Personalized advice - #Data-driven advice - Proactive advice Retail Digital Advice Maturity Roadmap j.mp/3dGjUMQ @Capco via @davidjmaireles
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