AdviceTech Podcast #96 - Elemnta

Aug 15, 2024

Shaun Green, Chief Executive Officer at Elemnta, specializes in solving non-standard data issues in wealth management. He shares insights on leveraging technology to streamline financial processes and enhance collaboration between advisors and product manufacturers. The conversation highlights the challenges of inconsistent compliance frameworks and the critical need for data standardization. Green emphasizes the importance of experience combined with innovation to tackle industry hurdles and improve operational efficiency in the finance sector.

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Intro

00:00 • 2min

Streamlining Wealth Management with Elementor

02:04 • 9min

Navigating the Challenges of Non-Standard Data in Financial Advice

10:35 • 2min

Navigating Data Consistency Challenges in Business

12:21 • 2min

Navigating Wealth Management: Experience Meets Innovation

14:20 • 2min

Navigating Tech Integration in Finance

16:20 • 17min