George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business

Oct 24, 2023

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The impact of fintech on financial advisory practices has been nothing short of transformative. The collaboration between fintech innovators and financial advisors not only drives innovation but significantly enhances the overall client experience, revolutionizing the way financial services are delivered and received. However, it is not merely about adopting technology. It's about being purposeful in adopting new technology and seeking solutions that align with the specific needs of their business.

In this episode, Rusty and Robyn talk with Ryan Donovan, Senior VP of Institutional Sales, and George Svagera, Senior VP of Business Development for Enterprise at Orion. In his role, Ryan works to show registered investment advisors how Orion's technology and integrations can help them grow and improve efficiency. On the other hand, George oversees Orion's enterprise sales. He works with mainly broker-dealers, banks, and custodians in leveraging both the tech and wealth management sides.

George and Ryan talk to Rusty and Robyn about disruptive trends, top tech features, and how advisors can leverage fintech to stay ahead of the curve. They highlight the impact of fintech on financial service providers and the importance of integration and seamless workflows for advisors. George and Ryan also discuss how emerging technologies change how advisors operate and deliver value.

Key Takeaways

[04:25] - George and Ryan's professional backgrounds and roles at Orion.
[06:45] - What led to the creation of Ryan and George's podcast, The Fuse Show.
[08:24] - FinTech trends impacting the financial advisory space today.
[12:46] - How technology is changing the way advisors operate and deliver value.
[23:06] - Features and capabilities advisors value the most.
[27:59] - How advisors can leverage fintech to stay ahead of the curve and meet client expectations.
[32:46] - Ryan and George's advice to financial advisors looking to leverage the fintech landscape.
[34:49] - Ryan and George's favorite investment idea.
[35:24] - How Ryan and George maintain their physical and mental health to perform at their peak.
[37:15] - The people Ryan and George are thankful for professionally.
[39:39] - Ryan and George's recommendations for content.
[41:13] - Upcoming episodes of The Fuse Show that Ryan and George are excited about.

Quotes

[08:40] - "When you look at advisors, regardless of your affiliation with a broker-dealer or whether you're independent, you're an RIA, or you're with a wirehouse, ultimately, what you want is to minimize the friction of interacting with your clients so that you could serve them best." ~ Ryan Donovan

[21:51] - "One of the biggest game changers that will impact advisors, but something that their firms don't necessarily have to do, is real-time data streaming more than anything else." ~ George Svagera

[28:13] - "As a technology company, we leverage a lot of technology to run our business. You have to be purposeful in it. You have to set aside time to learn what it does to train yourself on it to understand what it does and how it can help run your day or make you more efficient." ~ George Svagera

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2905-OPS-10/23/2023