Cloud-native technology is making an undeniable impact on the transformation of the wealth management technology industry.
In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Oleg Tishkevich, CEO of INVENT.us. INVENT.us took home a 2019 Wealthies award in the Technology Disruptors category for its cloud-native technology. Now, Oleg explains how Cloud Native can take advisors into the next level of coordination, integration, simplification and workflow automation.
In this episode, you’ll learn:
- How Cloud Native allows advisors to quickly adapt as their business model changes
- What the biggest tech struggles are for advisors
- What tools can help improve the client experience
- What challenges and opportunities consolidation presents for advisors
- And more!
Listen now to get insight into how wealth management will be delivered in the future.