For FinTech Companies

If you work for a financial technology company that serves affluent clients– either directly or as a service provider to financial institutions– you know that this is a lucrative, but very competitive, market.

You are forward-thinking and you know that the future of wealth management is a space is ripe for disruption. Too often the ‘client experience’ consists of meetings in a drab conference room with an advisor toting a briefcase full of papers. You know you can do better.

The Challenge Man holding social object

Solutions and approaches that work in mass markets don’t always work in upscale markets, and it is hard to understand the differences if you don’t have real world experience working with wealthier clients.

Most affluent and high net worth clients want to work with an advisor (at least at certain key times), and technology should supplement and enhance this relationship, not replace it.

You know what technology can do, but the answer isn’t always just a better algorithm.

We Can Help

What if you could work with someone who has helped multiple financial technology companies understand the complexities of the affluent and high net worth markets, from startups to established companies in Seattle, Silicon Valley and elsewhere?

How powerful would it be if someone could assist you in your product and customer development process so you can provide better solutions to your clients and your FI partners?

Learn more about how we have helped other firms like yours.

Contact us today to see how we can help you compete in this new era of wealth management.

 

For Smaller Firms | For Midsize Firms | For Larger Firms

 

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