Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
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Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
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Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic
The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.
Financial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal […]
The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.
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Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders
The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.
Arnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking. […]
The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.
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Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com
The post Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com appeared first on and was written by Elana Iskowitz.
Rafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures. Their discussion reveals how outdated processes in AI-powered estate planning technology for financial advisors created an opportunity for technology-driven innovation in an […]
The post Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com appeared first on and was written by Elana Iskowitz.
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