- Видео 30
- Просмотров 526
Risclarity
США
Добавлен 1 сен 2021
Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families.
Our RUclips channel provides educational resources for family wealth firms in regards to technology and best practices.
Our RUclips channel provides educational resources for family wealth firms in regards to technology and best practices.
Top Tech Trends for Family Offices for 2025
_"You are going to see a lot more AI going forward"_ notes Erin Hulse, CEO of Deviate Consulting.
_"AI will be part of the tech stack going forward"_Jon Carroll highlights.
Our panel of experts weighs in on their top technology trends in the family office market for 2025!.
Trends Include:
00:21 Alts Data Management & Natural Language Enhancements - Sue McDermott
01:23 AI Hype & Impact - Rick Higgins and Carl Knecht
02:57 APIs & Systems Integrations - Bill Wyman
03:41 AI Statement Ingestion & Systems Integrations - Erin Hulse
05:39 Scaling Data Management and AI Search - Russ D'Argento
07:23 AI becoming part of the Family Office Tech Stack - Jon Carroll
*About Susan McDermott*
Susan McDermott is t...
_"AI will be part of the tech stack going forward"_Jon Carroll highlights.
Our panel of experts weighs in on their top technology trends in the family office market for 2025!.
Trends Include:
00:21 Alts Data Management & Natural Language Enhancements - Sue McDermott
01:23 AI Hype & Impact - Rick Higgins and Carl Knecht
02:57 APIs & Systems Integrations - Bill Wyman
03:41 AI Statement Ingestion & Systems Integrations - Erin Hulse
05:39 Scaling Data Management and AI Search - Russ D'Argento
07:23 AI becoming part of the Family Office Tech Stack - Jon Carroll
*About Susan McDermott*
Susan McDermott is t...
Просмотров: 21
Видео
The People and Culture of Risclarity: A Founder's View
Просмотров 719 часов назад
_"Ask for what is most challenging and we will solve it. We have the right people"_ Rick Higgins, CEO & Founder of Risclarity discusses the unique culture at Risclarity. *About Risclarity* Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to simplify complexity so they can scale effic...
Growth & Professionalization of Family Offices, ft. Russ D'Argento CEO FINTRX
Просмотров 6День назад
_"And what our data shows is you know the formation numbers are now into 7,000 range in terms of family offices globally."_ Notes Russ D'Argento on The Risclarity Wealth Tech Podcast. Russ discusses with Mark Wickersham the growth in investment sophistication as family offices take on larger and more complex direct investment deals. *About Russ D’Argento* Russ D’Argento is the Founder & CEO of ...
Family Office Data Insights & Trends, ft. Russ D’Argento CEO FINTRX
Просмотров 36День назад
In this episode of The Risclarity WealthTech Podcast, Mark Wickersham discusses with Russ D’Argento: • 00:00 Introduction and Overview of FINTRX • 02:57 Are Family Office Less Insular since COVID? • 04:43 Founder’s Journey • 08:14 Latest Data Insights • 11:12 Size and growth of Family Office Markets • 15:15 Investment and Technology Trends Being Driven by Next Gen • 25:59 How Being a College At...
Next Gen Driving Investment Shift & Tech Adoption in Family Offices, ft. Russ D'Argento CEO FINTRX
Просмотров 1914 дней назад
_"They are shifting the types of investments the family is making and how they're creating a return with purposeful investment versus just compounding capital at all at all costs."_ notes Russ D’Argento. Russ discusses with Mark Wickersham on The Risclarity WealthTech Podcast. Russ also discusses how the Next Gen is reshaping the family office in terms of technology. _"We are seeing higher leve...
Client Digital Adoption & Engagement, ft. Bill Wyman
Просмотров 1421 день назад
On this episode of The Risclarity WealthTech Podcast, Mark Wickersham sits down with Bill Wyman, President of Summitas to discuss client engagement and digital transformations for family offices. Their conversation covers: - 00:00 Introduction - 01:19 Keys to Client Digital Adoption - 03:25 Top Three Digital Engagement Issues Firms Are Looking to Solve - 06:58 All-In-One vs. Best in Breed - 09:...
Tech Selection & Implementation for Family Offices, ft. Erin Hulse Deviate Consulting
Просмотров 1628 дней назад
In this episode of The Risclarity WealthTech Podcast, Mark Wickersham and Erin Hulse discuss: - 00:00 Introduction - 01:17 Founder’s Journey - 04:29 Software Selection Process - 06:55 Importance of Use Cases when evaluating technology - 09:22 Sales Process vs Product Fit - 12:25 All-in-one vs Best of Breed - 18:07 How firms can better prepare for technology - 28:19 Increasing the odds of succes...
Unlocking the Promise of Best in Breed Technology for Family Offices, ft. Sue McDermott Addepar
Просмотров 1028 дней назад
On this episode of The Risclarity WealthTech Podcast, Mark Wickersham discusses with Sue McDermott from Addepar: - 00:00 Introduction - 02:16 Ecosystem match making - 04:41 Best in Breed vs. All-In-One - 12:37 Why Family Offices love QuickBooks and Excel - 17:34 Common technology mistakes Family Offices make - 20:48 Tech trends in Family Wealth - 28:30 Increasing the odds of success with better...
Family Wealth Dynamics and Corporate Culture, ft. Whitney Kenter Glowe Connective
Просмотров 2628 дней назад
In this episode of The Risclarity WealthTech Podcast, Mark Wickersham discusses with Whitney Kenter, Founder & CEO of Glowe Connective: - 00:00 Introduction - 02:22 Whitney's founder journey - 03:28 The important conversations advisors are NOT having with their clients - 05:07 The affects wealth can have on family dynamics - 13:14 How advisors can retain the next generation - 17:02 Why corporat...
The Value a Consultant can bring Family Offices, ft. Jon Carroll & Liz Loulan
Просмотров 2Месяц назад
What value can a consultant bring to a family office and how and when should family offices leverage a consultant? Mark Wickersham discusses these matters with Jon Carroll and Liz Loulan on The Risclarity WealthTech Podcast. *About Jon Carroll* Jon is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family ...
Why Family Offices Should Benchmark Themselves Against Their Peers, ft. Jon Carroll
Просмотров 2Месяц назад
On The Risclarity WealthTech Podcast, Mark Wickersham discusses with Jon Carroll and Liz Loulan the need for family offices to benchmark themselves. *About Jon Carroll* Jon Carroll is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern the...
AI Implications for Family Offices, ft. Jon Carroll & Liz Loulan
Просмотров 16Месяц назад
On The Risclarity WealthTech Podcast, Mark Wickersham discusses with Jon Carroll and Liz Loulan the implications for family offices using AI. *About Jon Carroll* Jon is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, transform, and govern their single famil...
The Current and Future State of Family Office Industry, ft. Jon Carroll & Liz Loulan
Просмотров 14Месяц назад
In this episode of The Risclarity WealthTech Podcast, Mark Wickersham discusses with Jon Carrol and Liz Loulan: - 00:00 Introduction - 00:48 Rumors of Jon’s Retirement - 02:36 The Family Office Project - 03:47 About Jon Carroll Family - 04:41 Reputational Risk - 06:18 Value of Using a Consultant - 12:30 When Family Offices Should Outsource - 21:32 The Importance of Benchmarking - 26:51 Technolo...
Evolution of the Family Office Industry, ft. Jon Carroll
Просмотров 9Месяц назад
On The Risclarity WealthTech Podcast, Mark Wickersham asks Jon Carroll to reflect on his more than 30 years of family office experience of the industry past, present and future. *About Jon Carroll* Jon is a family office expert and veteran who has spent over 30 years advising hundreds of family members, family business owners, trustees, and family office executives on how to grow, improve, tran...
Risclarity Employee Spotlight with Brian Kirsch
Просмотров 18Месяц назад
On Brian's three year anniversary, Brian sits down with us to discuss what it is like to work at Risclarity, what he loves about his job and shares his favorite place to camp in Colorado. Happy Anniversary Brian! *About Risclarity* Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to ...
Technology Implementations Best Practices for Family Offices, ft. Erin Hulse
Просмотров 19Месяц назад
Technology Implementations Best Practices for Family Offices, ft. Erin Hulse
How Family Offices can better select new technology, ft. Erin Hulse
Просмотров 14Месяц назад
How Family Offices can better select new technology, ft. Erin Hulse
How AI is being used by Family Offices, ft. Erin Hulse
Просмотров 62Месяц назад
How AI is being used by Family Offices, ft. Erin Hulse
Emerging Tech Trends for Family Offices, ft. Bill Wyman Summitas
Просмотров 102 месяца назад
Emerging Tech Trends for Family Offices, ft. Bill Wyman Summitas
Risclarity Employee Spotlight: Valicity Hohl
Просмотров 262 месяца назад
Risclarity Employee Spotlight: Valicity Hohl
How to gain adoption across generations for digital engagement, ft. Bill Wyman Summitas
Просмотров 182 месяца назад
How to gain adoption across generations for digital engagement, ft. Bill Wyman Summitas
Common Family Office Technology Mistakes, ft. Susan McDermott, Addepar
Просмотров 273 месяца назад
Common Family Office Technology Mistakes, ft. Susan McDermott, Addepar
Advantages of Best of Breed Technology for Family Offices, ft. Sue McDermott, Addepar
Просмотров 113 месяца назад
Advantages of Best of Breed Technology for Family Offices, ft. Sue McDermott, Addepar
How Alts Automation & AI are Revolutionizing The Family Office, ft. Sue McDermott Addepar
Просмотров 63 месяца назад
How Alts Automation & AI are Revolutionizing The Family Office, ft. Sue McDermott Addepar
Your Corporate Culture is Everything, ft. Whitney Kenter, Glowe Connective
Просмотров 314 месяца назад
Your Corporate Culture is Everything, ft. Whitney Kenter, Glowe Connective
How Advisors can Retain the Next Generation, ft. Whitney Kenter, Glowe Connective
Просмотров 204 месяца назад
How Advisors can Retain the Next Generation, ft. Whitney Kenter, Glowe Connective
How to Build your Tech Stack: Importance of APIs, ft. Carl Knecht & Rick Higgins Risclarity
Просмотров 174 месяца назад
How to Build your Tech Stack: Importance of APIs, ft. Carl Knecht & Rick Higgins Risclarity
Common Bill Pay Mistake: Not Protecting Against Internal Fraud, ft. Rick Higgins, CEO Risclarity
Просмотров 175 месяцев назад
Common Bill Pay Mistake: Not Protecting Against Internal Fraud, ft. Rick Higgins, CEO Risclarity
Employee Spotlight: Heather Larsen's 3 Year Interview | Risclarity
Просмотров 206 месяцев назад
Employee Spotlight: Heather Larsen's 3 Year Interview | Risclarity
This is great. I listened to the podcast episode as well. As co-founder of Deviate Consulting the company wasn't founded by 'putting it out there for the universe'. It was founded because I recognized a gap in the sales process of UHNW software companies; great at software, not-so-great at implementation. Their inability to perform successful implementations was Deviate's opportunity. As a life-long entrepreneur, opportunity recognition is the first step to creating something of value. My strategic vision and Erin's ability to perform tasks are what created Deviate. Our first few years weren't anything special. But I put my focus into Deviate in 2020 and the results of my strategic vision and Erin's ability to perform tasks well took Deviate to a 10-fold increase in revenue from 2020-2023. I've been Erin's live-in coach / business strategist since day 1. I'm very proud of what we've created.
Nice content
Heather is the best!⭐