Tag Archives: #BetaNXT

Episode 234 – The Blueprint for Tomorrow’s Investors with Bob Santella

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

This episode dives into how BetaNXT’s new CEO, Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions.

 

Topics also discussed:

  • Bob discusses his plans to drive innovation at BetaNXT, aiming to help clients grow their businesses by expanding product offerings and integrating advanced technology.
  • He highlights BetaNXT’s new DataXChange initiative with Snowflake, designed to unify data across platforms and enhance security in wealth management.
  • Major challenges in the wealth management industry, such as data modernization, the rise of AI, and evolving investor needs.
  • The conversation explores BetaNXT’s approach to personalization, allowing clients to customize and manage wealth data for a more tailored experience.
  • Looking to the future, Bob anticipates that AI, new investment options, and modular cloud platforms will significantly impact wealth management trends in the coming years.

 

Resources: 

BetaNXT

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Episode 181 – Data-Driven Wealth Management with Stephen Daffron

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Stephen Daffron is the Chairman and Chief Executive Officer of BetaNXT, the next wave in wealth management technology and outsourcing solutions. Join Stephen as he introduces BetaNXT, its offerings, and the challenges they are helping wealth advisors and investors address.

Topics also discussed:

  • Stephen’s diverse background and his journey and role in co-founding BetaNXT.
  • The evolving wealth management landscape, emphasizing the need for better tools and real-time data to meet changing client demands.
  • The challenges faced by wealth advisors, such as time spent on data gathering, are highlighted, along with the potential benefits of real-time data processing.
  • The acquisition of Mediant, emphasizing its role in enhancing data curation and delivery, ultimately improving the advisor-client experience.
  • The BetaNXT commitment to investing in firms that align with its mission of elevating the wealth management ecosystem.

 

Resources: 

BetaNXT

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