Osaic Technology Podcast

Eric Baumgardner, Mark Matheny

Booking Overview

This podcast helps independent financial professionals implement practical technology—especially AI—to improve productivity and client service. It’s useful for PRs pitching fintech/AI product and strategy leaders, as conversations focus on real implementation, workflows, data hygiene, and outcomes for advisors.

Metrics

69 episodes, Irregular, 5.0 rating
<1k, Male, USA

Contact Information

Description

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

Host

Eric Baumgardner, Mark Matheny

Categories

Investing, Business, Technology

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Senior fintech/AI leaders (e.g., CMO, EVP of Products) or technology executives with clear product and go-to-market ownership in applied AI for financial services/advisory workflows. Prior experience demonstrating practical ROI/use cases for independent financial professionals is likely valued.
Required Achievements:  
Leadership role in an AI/fintech company, Responsibility for product strategy or marketing for an AI platform, Evidence of growth or adoption in financial services

Recent Guest Discussions

Jim Hardiman - AI Tools In Financial Services; Forms Of Ai; Time Savings; AI With Emails; Cleaning Data; Benefits To Staff, Daniel Gilmartin - AI In Fintech; Growth/relationships; Personalized Content; What AI Should/shouldn’t Do For A Practice; Source-qualify-engage Method; Time, Talent And Technology

Recent Topics

Financial Services, Artificial Intelligence, Fintech, Productivity, Client Service, Data Quality, Email Marketing, Workflow, Estate Planning, Technology Adoption
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