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Expert Interviews

Expert Interviews
10 June 2021

Eric Poirier

CEO of Addepar

by INSART

4 Questions with Eric Poirier, CEO of Addepar

Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical,…
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Expert Interviews
26 February 2021

Sheryl O'Connor

CEO and founder of WealthConductor

by INSART

4 Questions With Sheryl O’Connor Of WealthConductor

Sheryl O’Connor is founder and CEO of WealthConductor, which offers the software-as-a-service (SaaS) IncomeConductor that allows advisors to develop customized income plans for their clients, then track and update those…
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Expert Interviews
25 February 2021

Keren Moynihan

CEO & Co-Founder at Boss Insights

by INSART

Keren Moynihan: Business Data as a Service’s Role In The Paycheck Protection Program

In an era where tech giants have increased customer expectations, lenders and private capital providers are challenged to offer complete and personalized solutions. Read about Business Data as a Service's…
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Expert Interviews
16 February 2021

Samantha Russell

CMO at Twenty Over Ten, Chief Evangelist at…

by INSART

Samantha Russell: 7 Marketing Trends for Financial Advisors in 2021

The way advisors communiсate with their clients changes constantly. Which areas financial professionals and influencers will be seizing in 2021? Samantha Russell, the chief marketing and business development officer at Twenty Over…
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Expert Interviews
2 February 2021

Jared Porter

Co-founder of 401GO

by INSART

Jared Porter: About Industry Trends In 2021

We asked Jared Porter from 401GO to share what industry trends he does observe, and what major changes in the today's world may affect the wealth management industry and retirement…
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Expert Interviews
17 April 2020

Larry Shumbres

CEO at Totum Risk

by INSART

Larry Shumbres on the Prospects of Risk Management during the Coronavirus Crisis

The coronavirus outbreak has been a sucker punch for every player on the market. In this article, you can find comments from Larry Shumbres, CEO at Totum Risk, on the…
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Expert Interviews
10 March 2020

Douglas Fritz

Founder and CEO of F2 Strategy

by INSART

WealthTech Insights #78 with Douglas Fritz. Defining an Authentic and Scalable Model That Balances Sales and Service

Here’s an interview with Doug Fritz, founder and CEO of F2 Strategy. Doug Fritz helps financial institutions maintain the right digitization strategies and obtain more clients. His company, F2 Strategy,…
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Expert Interviews
7 January 2020

Edouard Legrand

Global Head of Digital at BNP Paribas Asset…

by INSART

WealthTech Insights #77 with Edouard Legrand. Differences between Startups and Enterprises: More Constraints or Opportunities?

Huge enterprises such as BNP Paribas still need for new features and innovation, so only modern, quickly evolving startups can help them implement these. Edouard Legrand, Global Head of Digital…
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Expert Interviews
10 December 2019

Davyde Wachell

Founder and CEO of Responsive AI

by INSART

WealthTech Insights #76 with Davyde Wachell. How You Spend Your Money Is How You Spend Your Time: A Holistic Way…

The future of wealth management is in providing truly customized and powerful advice. Davyde Wachell, founder and CEO of Responsive AI, an AI-powered financial platform, believes that only high-profile financial…
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Expert Interviews
26 November 2019

Lennart Asshoff

Founder and CEO of Nucoro

by INSART

WealthTech Insights #75 with Lennart Asshoff. Take Control over Customer Acquisition Costs

Lennart Asshoff, founder and CEO of Nucoro, sees an opportunity for startups to work in the B2B sector through partnerships with banks and other large financial institutions. In our interview,…
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