[{"_1":2,"_154":-5,"_155":-5},"loaderData",{"_3":4,"_11":12},"root",{"_5":6,"_7":8,"_9":10},"theme",0,"baseURL","https://pocketcasts.com","locale","en","routes/_app.podcast.$podcastSlug.$podcastUuid.$episodeSlug.$episodeUuid",{"_13":14,"_15":16,"_17":18},"podcastUuid","aea349a0-a18a-0139-c14e-0acc26574db2","episodeUuid","0d1ed2ba-b7d8-40d8-bead-f5c87839e1ec","dehydratedState",{"_19":20,"_21":22},"mutations",[],"queries",[23,147],{"_24":25,"_26":27,"_141":142,"_145":146},"dehydratedAt",1772852187765,"state",{"_28":29,"_128":119,"_129":25,"_130":-5,"_131":6,"_132":6,"_133":6,"_134":-5,"_135":-5,"_136":54,"_137":138,"_139":140},"data",{"_30":31,"_32":33,"_34":35,"_36":37,"_38":39,"_40":41,"_42":43,"_44":45,"_46":47,"_48":14,"_49":50,"_51":52,"_53":54,"_55":54,"_56":57,"_120":121,"_122":123,"_124":125,"_126":54,"_127":6},"url","https://www.stathispartners.com/home/podcasts/untangling-fintech/","title","Untangling FinTech","slug","untangling-fintech","author","Stathis Partners, LLC","description","If you’re part of an executive team managing an investment program it is virtually impossible to keep up with the evolution of the technology offerings related to your business. The objective of this podcast series is to help you find clarity in the technology cacophony.\n\nTechnology in general, and your wealth management platform specifically, has become a primary differentiator in a commoditized market. Leveraging the right technology provides a significant competitive advantage yet weeding through and understanding the myriad of technological offerings is daunting. This is compounded by the fact that even the newest technological offerings can rely on an antiquated technology backbone as you dig deeper into the sub-levels and dependencies in the technology stack.\n\nIncreasing your familiarization with the technology stack can lead to better decisions. Avoiding “sand traps” and making impactful technology decisions must be backed by as much knowledge as possible and aided by the best subject matter expertise obtainable.\n\nThe “Untangling FinTech” podcast series is structured to provide executives the knowledge they need to make better strategic technology decisions and be more aware of the competitive impact of evolving technologies.\n\nSubjects discussed in this podcast series include the following:\n\nDefining “digital wealth management”\nSorting through the FinTech landscape\nCreating a differentiated digital experience\nLeveraging technology to attract and retain assets\nBringing transparency to the wealth management technology stack\nThe effects of weak links in the stack on workflow and the client experience\nCurrent state of executive understanding of tech stack\nSimplifying the client experience and current-state pain-points\nSimplifying the advisor experience and current-state pain-points\nIncreasing operational efficiencies and decreasing processing costs\n\nThis podcasts series will feature interviews with subject matter experts, fintech company executives, and financial service executives on the front lines of the digital wealth revolution.","description_html","If you’re part of an executive team managing an investment program it is virtually impossible to keep up with the evolution of the technology offerings related to your business. The objective of this podcast series is to help you find clarity in the technology cacophony.

Technology in general, and your wealth management platform specifically, has become a primary differentiator in a commoditized market. Leveraging the right technology provides a significant competitive advantage yet weeding through and understanding the myriad of technological offerings is daunting. This is compounded by the fact that even the newest technological offerings can rely on an antiquated technology backbone as you dig deeper into the sub-levels and dependencies in the technology stack.

Increasing your familiarization with the technology stack can lead to better decisions. Avoiding “sand traps” and making impactful technology decisions must be backed by as much knowledge as possible and aided by the best subject matter expertise obtainable.

The “Untangling FinTech” podcast series is structured to provide executives the knowledge they need to make better strategic technology decisions and be more aware of the competitive impact of evolving technologies.

Subjects discussed in this podcast series include the following:

Defining “digital wealth management”
Sorting through the FinTech landscape
Creating a differentiated digital experience
Leveraging technology to attract and retain assets
Bringing transparency to the wealth management technology stack
The effects of weak links in the stack on workflow and the client experience
Current state of executive understanding of tech stack
Simplifying the client experience and current-state pain-points
Simplifying the advisor experience and current-state pain-points
Increasing operational efficiencies and decreasing processing costs

This podcasts series will feature interviews with subject matter experts, fintech company executives, and financial service executives on the front lines of the digital wealth revolution.","category","Business\nTechnology","audio",true,"show_type","episodic","uuid","fundings",[],"guid","","is_private",false,"transcript_eligible","episodes",[58,76,84,93,102,111],{"_48":59,"_32":60,"_34":61,"_30":62,"_63":64,"_65":66,"_67":68,"_69":70,"_71":72,"_73":6,"_74":75,"_13":14},"a309a3c0-147c-4d32-9b5a-823db969f684","Democratizing Investing","democratizing-investing","https://podcasts.captivate.fm/media/8e69bd2f-6c1d-444e-ba60-dd67f1c409fc/democratizing-investing.mp3","file_type","audio/mp3","file_size",44565032,"duration",4315,"published","2022-01-11T14:00:00Z","type","full","season","number",5,{"_48":16,"_32":77,"_34":78,"_30":79,"_63":64,"_65":80,"_67":81,"_69":82,"_71":83,"_13":14},"Untangling ESG Investing Trailer","untangling-esg-investing-trailer","https://podcasts.captivate.fm/media/6c7f34d3-e046-474c-9ce6-64d491a4f0e4/esg-podcast-highlights.mp3",1603795,151,"2021-06-28T20:25:00Z","trailer",{"_48":85,"_32":86,"_34":87,"_30":88,"_63":64,"_65":89,"_67":90,"_69":91,"_71":72,"_73":6,"_74":92,"_13":14},"6078d7a3-dcd9-4b0d-b8ae-4fb548f37d21","Untangling ESG Investing","untangling-esg-investing","https://podcasts.captivate.fm/media/53ad5c48-94cf-43bb-9fcf-5d4d07eff03b/esg-podcast.mp3",55444199,4642,"2021-06-23T14:00:00Z",4,{"_48":94,"_32":95,"_34":96,"_30":97,"_63":64,"_65":98,"_67":99,"_69":100,"_71":72,"_73":6,"_74":101,"_13":14},"09e61de4-b09e-4a33-884e-f791ac4aafc8","Turning Prospects Into Clients","turning-prospects-into-clients","https://podcasts.captivate.fm/media/ea00ed45-e03b-4aca-8621-f5bdbdc409b2/turning-prospects-into-clients.mp3",73992643,4495,"2021-03-04T17:56:00Z",3,{"_48":103,"_32":104,"_34":105,"_30":106,"_63":64,"_65":107,"_67":108,"_69":109,"_71":72,"_73":6,"_74":110,"_13":14},"d1060bd5-83cc-4a11-b3ab-e1e81ae1f3e9","Meeting Client Communications Expectations","meeting-client-communications-expectations","https://podcasts.captivate.fm/media/2a2a9c4a-cc10-4e3d-b7b5-bbbcd2530b1b/meeting-client-communications-expectations.mp3",53432686,4488,"2021-01-07T17:15:00Z",2,{"_48":112,"_32":113,"_34":114,"_30":115,"_63":64,"_65":116,"_67":117,"_69":118,"_71":72,"_73":6,"_74":119,"_13":14},"67b19966-43c9-4869-a8f8-4b0ce6572bf9","The Tech-Human Balancing Act","the-tech-human-balancing-act","https://podcasts.captivate.fm/media/6fbdb0b7-0656-4a4f-91a7-528c44f062c9/tech-human-balancing-act.mp3",82626162,6144,"2020-07-30T17:10:00Z",1,"episodeFrequency","Unknown","estimatedNextEpisodeAt","2022-06-21T14:05:00Z","episodeCount",6,"hasSeasons","seasonCount","dataUpdateCount","dataUpdatedAt","error","errorUpdateCount","errorUpdatedAt","fetchFailureCount","fetchFailureReason","fetchMeta","isInvalidated","status","success","fetchStatus","idle","queryKey",[143,144,14],"podcasts","detail","queryHash","[\"podcasts\",\"detail\",\"aea349a0-a18a-0139-c14e-0acc26574db2\"]",{"_24":25,"_26":148,"_141":151,"_145":153},{"_28":149,"_128":119,"_129":150,"_130":-5,"_131":6,"_132":6,"_133":6,"_134":-5,"_135":-5,"_136":54,"_137":138,"_139":140},"

Listen to highlights of this fascinating discussion on ESG investing with a panel of subject matter experts.

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Untangling ESG Investing Trailer

Episode Description

Never lose your place, on any device