Tech It Up

How can you help encourage more women to start a career in Fintech? Let’s start by highlighting and celebrating the trailblazers! On today’s episode, your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by Melissa Gilbertson, Assistant Vice President, Information Technology and Trading Operations Manager at Mairs & Power & Jennifer Kirksey, Managing Director, Wealth Operations at Tolleson. They’ll share their trailblazing stories and discuss the changing landscape around gender diversity within the Fintech world.

Marketing to new investors and retaining the old doesn’t take two different marketing and communication approaches. Times are changing and current clients are jumping on board with the new generation of digital. Are you? In today’s episode, we’ll discuss why advisors are hesitant to implement new marketing strategies, from compliance concerns to common misconceptions. April will share some of the best and worst advisor marketing and communication strategies and how these strategies can make or break a firm in today’s environment.

Firms offering ESG investing could be the deciding factor for new investors. So, what exactly is ESG and how do firms gather the data for their investors? With no U.S. ESG investing standard, financial firms are having to come up with their own standards and vetting process. Without these standards, how can advisors verify whether or not investors are truly investing in ESG? In today’s episode, our guests, Zachary Dan, CEO of Act Analytics and Elgin Chau, Head of ESG Ratings of Act Analytics discuss how analyzing data and creating ESG ratings work, how it’s affecting the investor-advisor relationship, and how technology can help bridge the communication gap. Related Resources: Whitepaper | The Future Of Wealth Management: ESG Investing Act Analytics Website Blog | Test Driving Free 'News Analytics' Tool From ESG Platform Provider Act Analytics Blog | Sustainable Signals: Individual Investor Interest Driven by Impact, Conviction and Choice PDF | Sustainable Reality: 2020 Update

Your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by an incredible guest Matt McGowan, Director of Channel Alliances, Riskalyze to discuss the transition from G1 to G2 advisors and how technology will play a huge role in their sales strategy. In this episode, they discuss transition, selling strategies, adopting new technologies, and how the new client demographic affects all. With so many “self-serve” platforms and quick Google searches, anyone can manage their own portfolio, right? Listen now to hear what Matt McGowan thinks on what actions G2 Advisors need to take to not only sell their services but maintain clients in this tech-savvy millennial world of trading.

We’re excited to announce Tech it Up, an SS&C Advent podcast that covers financial services topics including ESG investing, women in fintech, the new generation of investors, selling strategies, technology, and more. In each podcast episode, your hosts Sarah Johnson and Trent Berry from SS&C Advent bring you new ideas through our community of industry leaders and influencers to intrigue, inform and inspire you through casual and thought-provoking conversations.