This week, Jack Sharry talks with Connor Coughlin, Chief Commercial Officer at Apex FinTech Solutions. Connor shares Apex’s origin story and its mission to become the “Shopify of investing” through API-driven, modular tools. They discuss the convergence of fintech and traditional wealth management, the growing expectations of millennial investors, and how Apex is empowering firms to digitize at scale. Connor also dives into the firm’s cutting-edge AI initiatives, including a custom data lake and chatbot for clients.

In this episode:

(00:00) - Intro
(01:42) - The origin of Apex
(03:21) - The Shopify of investing
(05:40) - Apex's key initiatives and priorities
(09:18) - Connor's career journey
(15:56) - Apex's product roadmap
(18:20) - AI, data, and the future of advice
(20:54) - Connor's key takeaways
(22:16) - Connor's interests outside of work

Quotes

"On one end of the spectrum, we're helping to take sophisticated firms and digitize them. On the other end, we're giving digital firms the arsenal to compete upstream." ~ Connor Coughlin

"The next generation of advice is going to look different. AI is going to play a big role. The role of human advisors is going to change. And the tools and self-service around those platforms are going to change." ~ Connor Coughlin

"There's a tidal wave of change coming, and you need good partners to help you surf that wave instead of getting knocked out by it." ~ Connor Coughlin

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The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin