Dell Podference: A Fintech Company Navigates the Pandemic
Jill on Money with Jill Schlesinger
00:00
How to Deconstruct the Financial Advice Model?
Frida Ghitis is the founder and CEO of facit wealth dot com. She says technology has transformed the way financial advisers do business. The company uses 12 different systems to manage its clients' finances. It also collects, stores and analyzes their data in a cloud-based system. This makes it easier for them to work with more clients at lower costs.
Play episode from 03:07
Transcript
