2min chapter

Tearsheet Podcast: Exploring Financial Services Together cover image

How Addepar built an ecosystem around the ultra high net worth community with CEO Eric Poirier

Tearsheet Podcast: Exploring Financial Services Together

CHAPTER

Evolution of Customer Expectations and Building an Ecosystem in Financial Services

Exploring the shift towards personalized experiences and proactive advice in financial services, featuring insights on the impact of a money app called Pulse by MX in enhancing customer engagement levels and NPS scores. The discussion also covers strategic technology investments in the fintech industry and the significance of creating an ecosystem, with a focus on Adapar as an enterprise SaaS company collaborating with financial institutions.

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