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

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