Osaic Technology Podcast

The Osaic Technology Podcast features interviews with senior fintech/AI executives, offering PR access to decision-makers in advisor tech. Booking value comes from exposure to AI/fintech leadership and integrations that improve financial practices, though guest intake appears gated by Osaic’s partnerships and network.

58 episodes, Irregular, 5.0 rating

<1k, Male, USA

ryan_george@docupace.com, geoff.severson@osaic.com

Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com

Aida Dillman, Eric Baumgardner, Mark Matheny

Investing, Business, Technology

C-suite or senior executives (CEO, VP) from fintech/tech vendors; established track record

led enterprise sales/partnerships, founded/led AI-enabled fintech products, driven adoption of AI in financial services

Lauck Olson - Ycharts Updates, Features, Partnerships, Due Diligence Workflows, Mark Gilbert - AI In Financial Services, Client Meetings To Actional Insights, Integrations, Tobin Bennion - Jump AI Partnership, AI Adoption In Advisory Practice, Post-meeting Workflows, Arnulf Hsu - Ai-powered Reminders, CRM Integrations, Note-taking And Summaries

artificial intelligence, financial services, integrations, automation, YCharts, investment research, CRM, data management, partnerships, post-meeting workflows