#1 Tech It Up: Introduction
Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.
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TECH IT UP | SS&C ADVENT PODCAST
Podcast discussions covering financial services topics including fintech, ESG investing, the new generation of investors and more.
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#2 G1 vs G2 Advisors Selling Strategies and Technology
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
Guest Speaker:
Matt McGowan | Director of Channel Alliances, Riskalyze
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#3 U.S. Wealth Advisors ESG Investing: New Investors are Walking the Walk
The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.
Guest Speakers:
Zachary Dan | CEO, Act Analytics
Elgin Chau | Head of ESG Ratings, Act Analytics
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#4 Marketing to New Investors & Retaining the Old
Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.
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