New Podcast Episode: Dov Marmor of Railsbank joined Mike Langford to share how embedded finance is making it easy for businesses to offer their customers credit cards via their company websites and apps. https://lnkd.in/e6JXniu #podcast #fintech #embeddedfinance #creditcards #finance
finservMarketing
媒体制作
Austin,TX 228 位关注者
Join our podcast network for the FinTech and Financial Services ecosystem.
关于我们
finservMarketing helps financial firms win new clients, increase share of wallet, and improve client retention. We focus exclusively on the financial industry. The finservMarketing client roster has included Morgan Stanley, Lincoln Financial, American Portfolios, Ameritas, SSN, Next Financial, Penn Mutual's HTK broker dealer arm, First Trust, Duncan-Williams, Direxion Investments, Peeptrade, TCG Group Holdings, Capital Lynk, Pearl Capital, and Sky Bridge Business Funding, Additionally, we often work with technology companies that are looking to sell into financial firms such as Eventus Systems, OutboundEngine, and Lithium Technologies. finservMarketing was founded by Mike Langford, a recognized expert in the field of digital marketing for the financial services industry. Mike is a financial services industry veteran with 23 years of experience in roles spanning customer service, finance and investment advice and management. Mike has worked at world-class firms such as Fidelity Investments, State Street Corporation, The Pioneer Group and BFDS. Mike also founded a successful Registered Investment Advisory firm, created Tweetworks (the first conversational tool for Twitter, and served as the Head of Social Strategy for Socialware prior to founding finservMarketing. The finservMarketing team is comprised of digital marketing professionals in the areas of strategy, social media, content marketing, community management, and measurement & analytics.
- 网站
-
https://finservmarketing.com
finservMarketing的外部链接
- 所属行业
- 媒体制作
- 规模
- 2-10 人
- 总部
- Austin,TX
- 类型
- 私人持股
- 创立
- 2013
- 领域
- Digital Marketing、Social Media、Financial Services、Training、E-Learning、Video Production、Speaking、Workshops、Webinars、Consulting、Marketing Strategy、Social Media Strategy、Digital Marketing Strategy、fintech和regtech
地点
-
主要
US,TX,Austin
finservMarketing员工
动态
-
Check out the latest episode of The Modern Financial Advisor Podcast in which Mike Langford and special guest Jake Claver, founder of an innovative multi-family office, Digital Ascension Group that focuses exclusively on service high net worth clients who have either made their fortunes with digital assets (think crypto) or have a significant portion of their wealth in the asset class.
Jake Claver, Managing Director at Digital Ascension Group surprised Mike Langford in this clip with the revelation that the demographics of people who have struck it rich with crypto and other digital assets are not who most financial advisors think they are. In this episode of the show Mike and Jake explore the growing importance of digital assets in wealth management. According to Jake, 20% of an advisor's clients likely a significant amount of digital assets. And the percentage is likely going to climb rapidly as the financial world continues to embrace blockchain infrastructures and the tokenization of assets. Check out the full episode and show notes here: https://lnkd.in/g58_xgCs #Podcast #Crypto #DigitalAssets #Blockchain #FinancialAdvisors #WealthManagement #FamilyOffice #CFP #RIA #AssetManagement
-
What areas of the wealth management industry to you think are in most dire need of digital transformation? Gauthier Vincent shares what he thinks with Mike Langford in the latest episode of The Modern Financial Advisor Podcast.
Gauthier Vincent, Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. GV shares a ton of fascinating insights from the recent Deloitte report titled "The digital wealth manager of today. A perspective on the current state of end-to-end digital transformation of wealth management businesses and platforms and the path ahead." Catch the full episode here: https://lnkd.in/gxDe57vD #Podcast #RIA #CFP #BrokerDealer #WealthManagement #FinTech #AI