Transforming a Financial Services Firm Through Technology With Geoff Moore of Valmark Financial Group

Geoff Moore is the CIO of Valmark Financial Group, a financial services agency working exclusively with entrepreneurial wealth management firms to meet its clients' unique and ever-changing needs. He leads a team of experts who use technology to solve business challenges and manage the cybersecurity of Valmark and its member firms. Geoff has over 20 years of experience in technology and financial services and was selected to the Surge Ventures Industry Council for his expertise in cybersecurity for financial service firms in 2022.

In this episode…

The financial service industry is constantly evolving. So what can you do as an independent financial advisor to keep up and serve your clients?

According to Geoff Moore, wealth management firms can partner with agencies to help them achieve operational excellence, mitigate risks, and grow. Since the whole industry is evolving, these agencies also need experts to help them better serve these advisors. As a technology and financial services guru, Geoff shares how he supports his company in maneuvering the tech world to grow and become a support service for the industry’s top tier of financial advisors.

In this episode of The Customer Wins, Richard Walker sits down with Geoff Moore, CIO of Valmark Financial Group. Geoff explains how Valmark helps people and what it prioritizes internally to serve its clients better. He also shares how he got into technology, how he supports the growth of Valmark, and the correlation between building operational excellence and customer experience.