Lili’s Post

Our Chairman, Patrick Young, rang the closing bell at the NYSE on July 5th to celebrate the 25th anniversary of his groundbreaking book, "Capital Market Revolution," the first best-selling book on #fintech. This event underscores our commitment to a future driven by reliable #fintech innovations. We would love to hear from you! Share your thoughts on how #technology is shaping the future of #finance! #MakingFintechMobile #FinancialInnovation #fintech #financialtechnology #innovation #financialfuture

Ready to embrace change in wealth management? 🔥 Our upcoming webinar will uncover the disruptive trends revolutionizing the industry and highlight the opportunities they present. 🔥 🗓️ Save the Date: March 22nd, 11:30 AM EST 🚀  Reserve your spot today! 🚀 🚀 Here's a link towards the landing page of event: 🚀https://lnkd.in/ehwu2mYS #WealthManagement #FinanceInnovation #fintech #fintechrevolution #fintechs #fintechfuture #fintechfinance #fintechtrends #wealthplanning #wealthadvisors #wealthadvisory #financialservices

Curious what the methodology is behind Income Lab? Explore the Methodology page on our website to learn more and see the #research that backs our product. ➡️ https://bit.ly/3R2SOmq #retirementplanning #fintech #financialplanning #advisortech #incomelab #FeatureFriday

Navigating the complexities of the financial landscape requires more than just strategic planning—it demands partnerships rooted in shared values. Dr. David Tuyo’s insights underscore the power of aligning with organizations that resonate with your mission and vision. When credit unions and banks prioritize value-driven partnerships, they unlock opportunities for innovation and community engagement that drive real impact. This isn’t just about enhancing services; it’s about building a legacy of trust and empowerment. Join the conversation on how aligning values can elevate your institution’s growth strategy and strengthen community ties! https://lnkd.in/e4Mdqxcj #BankPartnerships #DigitalBanking #Fintech #CreditUnions #FinancialInstitutions

John Sullivan wrote a great article for National Association of Plan Advisors about our 2024 Connected Wealth Report. You can read the article below: https://lnkd.in/g5MkjmPK  #FinTech #WealthManagement #Report

Join us on May 14th to learn how "probability of success" can often lead to negative client outcomes, and how to navigate away from it. Register here: https://hubs.ly/Q02vLXy80 Johnny Poulsen #fintech #financialplanning #financialadvisor #wealthtech

Unlock the secrets to successful pitching at our upcoming masterclass! Discover how to address investor concerns and confidently respond to inquiries. Secure your spot now: https://bit.ly/4a8T5fn #FinTechInnovation #PitchingSkills #OneFinTechAvenue #FinTech #FinTecheducation #FinTechacceleration #TTIFC #financialinclusion #digitalpayments #FintechinTT

What happens when wealth management firms leverage new technologies to broaden access to their services? Peter Charrington, former CEO of Citi Private Bank and UST advisor, shares his thoughts. 🔊 Read more: https://bit.ly/40tkNzW #Boundlessimpact #FinTech #WealthManagement

John Best and I had a great, candid conversation with CEO Chuck Fagan about progress on the PSCU / Co-op Solutions combination. Then came the Capital One / Discover Financial Services news- based on the investor call, we share initial thoughts on that as well. https://lnkd.in/eTtVhsrt #creditunions #creditcardprocessing #fintech

Glad to share my latest article on creating shared value for financial inclusion at The Corporate Reviews. Check out the complete edition here: https://lnkd.in/g3mhVUTw. #financialinclusion #sharedvalue #fintech #TheCorporateReviews #LatAm