TECH IT UP | SS&C ADVENT PODCAST banner image

TECH IT UP | SS&C ADVENT PODCAST

Podcast discussions covering financial services topics including fintech, ESG investing, the new generation of investors and more.

#1 Tech It Up: Introduction Banner Image
Podcast

#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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#2 G1 vs G2 Advisors Selling Strategies and Technology Banner Image
Podcast

#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 Banner Image
Podcast

#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 Banner Image
Podcast

#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.

Guest Speaker:
April Rudin | Founder and CEO, The Rudin Group


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#5 Women in Fintech Banner Image
Podcast

#5 Women in Fintech

In the Fintech industry, it's estimated women represent only 30% of the workforce.

Guest Speakers:
Jennifer Kirksey | Managing Director, WealthOps , Tolleson
Melissa Gilbertson | Assistant Vice President, IT and Trading Ops Manager, Mairs & Power


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#6: Commission-Free Annuities - A Game Changer Banner Image
Podcast

#6: Commission-Free Annuities - A Game Changer

Gone are the days of investing in complex, expensive annuities with hefty commissions.

Guest Speaker:
David Lau | Founder & CEO, DPL Financial Partners


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