Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

HubSpot's customer relationship management (CRM) platform includes the necessary marketing, sales, service, and operations software to help your business grow. It allows businesses to store customer data, track interactions, and manage inbound marketing, sales, and customer service in a centralised system.

Dynamics 365 is a leading CRM and business application platform that connects your entire business. It has a proven record of delivering a 200%+ ROI over 3 years, including Sales and Marketing, Service, Finance, and Supply Chain Management.

DocuSign is a digital transaction management platform that eliminates manual paperwork by streamlining document workflows. It offers secure and legally binding electronic signatures, allowing users to sign and manage documents online. With DocuSign, businesses can speed up document processes, enhance collaboration, and ensure regulatory compliance.

Intelliflo is a Software as a Service (SaaS) platform that provides advisors and wealth management firms with access to financial advice. Intelliflo's technology helps streamline operations by managing workflows, addressing consumer and regulatory requirements, and facilitating the entire advice process to promote growth in the financial services industry.

Xplan is a financial planning and wealth management software designed for advisers. It allows firms to store and manage client data, analyse risk, and perform market research. Unlike generic CRM systems, Iress Xplan is specifically designed for wealth management and financial advice, offering unparalleled functionality in a single platform.

Salesforce is a cloud-based CRM software designed to help businesses find more prospects, manage customer relationships, and close more deals. With Salesforce, businesses can store and organise customer data, track sales opportunities, automate workflows, and analyse customer interactions. The platform is highly customisable and adaptable to different industries. One of its key features is Customer 360, which enables teams to have a shared view of customer information and build stronger relationships.

FE fundinfo is a platform that provides fund data, research, and analytics for investors and financial advisors. It offers real-time updates on prices, NAVs, and financial data. FE fundinfo also provides advanced reporting and customised reports to analyse investment strategies. The integration of Invessed with FE fundinfo combines both platforms to deliver a comprehensive investment solution.

Xero is an accounting software that provides a cloud-based platform for managing financial data, invoicing, and financial reporting. It is designed to simplify financial management processes and improve accuracy by automating tasks and providing real-time synchronisation with other applications.

Morningstar is a leading provider of independent investment research and data. They offer a wide range of financial information, including fund and stock analysis, ratings, performance metrics, risk analysis, and portfolio management tools. Morningstar's comprehensive database and expertise enable investors to make more informed decisions and manage their investments effectively.

Nexus from Pershing is a comprehensive wealth management platform that powers our middle and back office systems. It offers a wide range of investment products and services, including custody, trading, and clearing services. With their extensive resources and expertise, Pershing enables financial advisors and their clients to efficiently manage their investment portfolios and access real-time market data.

LSEG is a global financial markets infrastructure and data provider that offers trading services, market data, and technology solutions to a wide range of clients, including investors, traders, and issuers. It is recognized for its strong market infrastructure and deep liquidity, ensuring efficient and reliable trading.

FIS, also known as FIS Global, is a leading provider of financial technology platforms and services. They offer a wide range of solutions to help financial institutions streamline their operations and enhance their technology infrastructure. With their expertise in financial technology, FIS plays a key role in the integration with Invessed to provide a comprehensive solution for financial institutions.

Purpose Driven FinTech Podcast: Enhancing Financial Engagement with Theo Paraskevopoulos

Posted by: Adam Weston

13 August 2024

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Purpose Driven FinTech Podcast

We're thrilled to introduce the latest Purpose Driven FinTech podcast episode, hosted by the incredible Monica Millares! This week's special guest is Theo Paraskevopoulos, CEO & Founder of Invessed.

51% of people feel out of control with their finances

In this episode, Monica and Theo dive deep into the evolving landscape of financial advice. They discuss the significant challenges facing young investors today, including the high fees and outdated approaches that deter 56% of them from seeking professional advice. They also talk about the alarming statistics showing that 51% of people feel out of control with their finances and the financial literacy gap that needs to be bridged.

Theo shares how Invessed addresses these issues by leveraging technology to empower financial professionals, reducing administrative tasks, and enhancing client interactions. Together, they explore how to build purpose-driven FinTech solutions that simplify financial services and engage more people in financial management.

Tune in to hear about the importance of purpose in business, the role of technology in modern financial services, and innovative solutions for empowering investment professionals. You won't miss the practical insights and frameworks you can apply to your FinTech products.

Topics Covered

(00:00) Understanding the Hesitation in Seeking Financial Advice

(01:13) The Importance of Purpose in Business

(02:24) Building Purpose-Driven FinTechs

(06:30) Simplifying Financial Services for Greater Impact

(09:42) Engaging More People in Financial Management

(13:48) Challenges Faced by Young Investors

(19:03) The Role of Technology in Modern Financial Services

(22:42) The Responsibility of Wealth

(23:29) Innovative Fintech Solutions

(24:07) Empowering Investment Professionals

(25:40) Behavioral Data and Predictive Technology

(28:43) Customer Pain Points and Scalability

(37:42) Building Successful Products

(41:10) Fireside Questions and Closing Remarks

🔗 Check out the full episode now and follow for more insightful discussions on building impactful FinTech products!

Listen on:

👉 Find Theo Paraskevopoulos:

LinkedIn: https://www.linkedin.com/in/theoparaskevopoulos/
LinkedIn: https://www.linkedin.com/company/invessed-tech/
Website: https://invessed.com/
Invessed report: https://invessed.com/invessed-client-engagement-survey-2024/

👉 Find Monica Millares:

LinkedIn: https://www.linkedin.com/in/monicamillares/
YouTube: https://www.youtube.com/@moni_millares
TikTok: https://www.tiktok.com/@moni_millares
Website: https://moni-millares.mystrikingly.com/

Disclaimer: This episode does not constitute professional or financial advice and does not represent the opinions or views of current, past, or future employers. The guest has agreed to record and release our conversation for this podcast and social media promotion.

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51% Feel out of Control With Their Finances