Michael C.Whitman, MBA, CFP®
Fintech doesn't have to be scary!
Michael C.Whitman, MBA, CFP®
Fintech doesn't have to be scary!
Michael C.Whitman, MBA, CFP®
Fintech doesn't have to be scary!
Technology should be there to help us, not confuse us.
Have you seen this technology map before? If you don't start with YOUR process and how technology can help YOU increase efficiency, this map is daunting.
Technology should be there to help us, not confuse us.
Have you seen this technology map before? If you don't start with YOUR process and how technology can help YOU increase efficiency, this map is daunting.
Technology should be there to help us, not confuse us.
Have you seen this technology map before? If you don't start with YOUR process and how technology can help YOU increase efficiency, this map is daunting.
About Me
I have been in the financial industry since 2009. I started in risk management (yes that means insurance agent). I quickly went from insurance agent to annuity sales to financial advisor. The one thing that never changed is my love for technology and how I could better use technology to work with my clients. Working with a couple broker/dealers, I found ways to use the technology I wanted while staying compliant and within their guidelines. I realized that compliance doesn't want to hinder you and your use of technology, they simply want to be compliant.
I have been in the financial industry since 2009. I started in risk management (yes that means insurance agent). I quickly went from insurance agent to annuity sales to financial advisor. The one thing that never changed is my love for technology and how I could better use technology to work with my clients. Working with a couple broker/dealers, I found ways to use the technology I wanted while staying compliant and within their guidelines. I realized that compliance doesn't want to hinder you and your use of technology, they simply want to be compliant.
I have been in the financial industry since 2009. I started in risk management (yes that means insurance agent). I quickly went from insurance agent to annuity sales to financial advisor. The one thing that never changed is my love for technology and how I could better use technology to work with my clients. Working with a couple broker/dealers, I found ways to use the technology I wanted while staying compliant and within their guidelines. I realized that compliance doesn't want to hinder you and your use of technology, they simply want to be compliant.
My Process
My Process
We start by scheduling a 15-minute consult to discuss how you currently use technology within your firm. I am happy to help within those 15 minutes to brainstorm ideas and find new ways to better use the technology you already have.
From there we can schedule more time to walk through different areas in which technology can increase efficiencies. I am not talking about building webhooks and redesigning the system. I am talking about simply better using the tools you already have or implementing current financial technology to better run your firm.
We start by scheduling a 15-minute consult to discuss how you currently use technology within your firm. I am happy to help within those 15 minutes to brainstorm ideas and find new ways to better use the technology you already have.
From there we can schedule more time to walk through different areas in which technology can increase efficiencies. I am not talking about building webhooks and redesigning the system. I am talking about simply better using the tools you already have or implementing current financial technology to better run your firm.
We start by scheduling a 15-minute consult to discuss how you currently use technology within your firm. I am happy to help within those 15 minutes to brainstorm ideas and find new ways to better use the technology you already have.
From there we can schedule more time to walk through different areas in which technology can increase efficiencies. I am not talking about building webhooks and redesigning the system. I am talking about simply better using the tools you already have or implementing current financial technology to better run your firm.
Tech Used at My Firm
Tech Used at My Firm
