Challenges, Rumblings and Evolution of the Wealth Management Industry
We talk to veterans, new comers, innovators and everyone in between about the evolution, future and struggles of the wealth industry.
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In the traditionally male-dominated world of wealth management, a quiet but powerful revolution is underway, led by women who are determined to reshape the industry’s landscape. Debra Ohstrom, a veteran of the financial sector with over 25 years of experience, is at the forefront of this movement. Her work is focused on addressing the unique…
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In recent years, the financial technology (FinTech) industry has witnessed an unprecedented boom, driven by technological advancements and shifting consumer behaviors. As startups continue to disrupt traditional financial services, it’s crucial to understand the trends and challenges shaping this dynamic ecosystem. Key Findings: To gain insights into the current state of FinTech, we sat down…
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As a fintech and marketing expert, I’m always on the lookout for innovative thinkers who can shed light on how to approach problem-solving and develop groundbreaking ideas. Recently, I had the pleasure of sitting down with Noah Healy, a market designer and game theorist, to explore what it takes to be truly innovative.
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In this insightful talk, Lena Levine, founder and CEO of Forcoda, shares her expertise on launching successful fintech products. She emphasizes a customer-centric approach, idea validation through user feedback, and iterative development. Lena discusses challenges, provides real-world examples, and offers valuable tips for entrepreneurs and product managers looking to successfully launch and grow their fintech…
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Join us for an in-depth conversation with Mary Schroeder, a renowned private investor, mentor, and turnaround specialist with 18 years of experience in the field. Mary has a wealth of knowledge to share on how to profitably grow a business and build a successful team, having worked as a consultant and investor in both the…
Angel Investing: you don’t need millions to get started
- Alejandra Slatapolsky |
- October 31, 2022|
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A bear market and uncertainty are two factors that keep everyone’s wallet closed. However, there are many out there that even if Private Equity investments have been going down, are betting on new organizations, up and coming projects and more. Becoming a first time investor is haunting. Just the prospect of evaluating all aspects of…
Is insurance even more behind than finance in tech?
- Alejandra Slatapolsky |
- July 18, 2022|
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Insurtech was born right after fintech. However, it is taking a little longer to take off. Why? Many factors affect growth, just like they did for financial institutions. First one: assuming that just creating a PDF of they insurance application is enough to “go digital.” In this chat with Hilario Itriago, we explore the growth…
The self aware boss
- Alejandra Slatapolsky |
- May 9, 2022|
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There are as many opinions about what a good leader is, as the amount of unhappy team members out there. Most say is about empathy… but that is not all. Being a leader right now is as challenging as ever. The great resignation and the shift in expectations both from employees as well as managers…
Alejandra Slatapolsky
For more than 18 years, Alejandra has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations and event planning. Her career spans diverse industries, including financial services, technology, education, publishing and event planning in the U.S. and Latin America.
Slata has supported dozens of financial services firms with strategies that combine traditional and digital marketing, product development, journalism, public relations and event planning to land more and better clients, increase brand awareness and improve profitability.