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A few weeks ago, we put finance professionals in a room with today's AI tools and watched them build. Some of it was prototype-grade, some was genuinely production-worthy. But that's not the point. Finance teams can build now, and I'd push anyone to just start! The ones who do will understand this shift faster than anyone waiting on the sidelines.

Craig Iskowitz and Michael Kitces nailed it on their recent podcast. We're experiencing this firsthand with Fynancial - barely 25% want AI to automate "everything" - almost all advisors want AI to make them more efficient Back-office team members might be okay pounding a chatbot all day long to find specific insights within their tech stack / data Client-facing advisors? No way. Being able to ask your app anything? Absolutely. This works because we make the delivery of the insights surfaced by the AI EASY. More importantly, the insights are actually read. The future isn't AI + Data It's AI + Data + Delivery - powered by the advisor's voice, and delivered through their own app. It's never been easier to get the right message to the right client at the right time. Is this efficiency? I think so. https://lnkd.in/ehfZ5Hfi 👈 Book a demo here

With Composer, your super fund can stay agile by combining compliance readiness with modern digital tools for portfolio management, reporting, and member engagement. #Superannuation #SuperFunds #WealthTech #DigitalTransformation #SaaS

How is the CGW framework different from typical bonds or loan notes? Simple. • Bonds offer yield… but little protection • Loan notes offer returns… but invite risk • Ours? It’s structured Not just a product. A framework. Capital protection isn’t optional. Fixed outcomes aren’t marketing lines. And liquidity isn’t buried in fine print. It’s private credit...engineered with institutional discipline.. Built for professionals, not speculators. #CGWInsights #PeterDoyle #CapitalProtection #PrivateCredit #FixedIncome #AdvisorStrategy #SmartMoneyMoves #StructuredReturns #InstitutionalCapital #BuiltForTheCycle #NoFluffJustResults

Why are short-term investment solutions booming in 2025? Because the traditional trade-offs no longer meet the standard. Advisors and allocators are prioritizing: ✔️ Yield ✔️ Liquidity ✔️ Capital protection At CGW, we support these outcomes through structured, short-duration offerings built for professionals managing real capital in uncertain markets. 🎥 Watch the full video: https://zurl.co/vZo0i 📅 Book an exclusive call: https://zurl.co/wYqS4 🔗 Subscribe for more insight: https://zurl.co/tme91 #StructuredSolutions #PrivateCredit #InstitutionalCapital #ShortTermInvestments #CGW #FinancialAdvisors

Súmate a la red de asesores financieros más importante con GBM. Hay decisiones que transforman tu práctica. Ser parte de GBM es una de ellas.

Ser independiente es tener la libertad de decidir el rumbo de tu negocio. Decide cómo manejar tu cartera y a tus clientes con la libertad de hacer crecer tu negocio. GBM te respalda.

US consumer debt has increased 32% since 2019, rising 6% faster than inflation! Today, there's over $18 trillion dollars in debt held by US consumers. While credit is a necessary tool for people to buy cars, houses and pay for education, we're seeing a fundamental shift from long-term debt (like student loans) to everyday, revolving debt. For a typical hourly worker, short-term debt (credit cards, BNPL) is up 270% since 2019. Why? Because for most Americans, income arrives after expenses. They are forced to use debt as a liquidity bridge for everyday items. This timing problem is solvable with a non-interest and defaults-to-free credit solution connected to the employer. On-demand pay solves this gap by giving workers access to their earned wages as soon as they finish the hours they work. In my new video, I break down this trend and how we're building a responsible alternative at Clair that helps workers use their own money earned instead of piling on new debt.

"The possibilities are endless." I break down EXACTLY what that means below, and why I'm excited to share the stage with Anna T Walters, CRPC®, and Jason Greenfield at Sanctuary Wealth OASIS 2025. If I were an advisor who wanted to ruin my book of business, here is what I would do. Ignore feedback, avoid client communication at all costs, and make my client's life more complicated. The best advisors flip this. A few stories how: Anna and the Auric Capital Partners Team did something that is SO OBVIOUS, but in my opinion, widely ignored across this industry. They surveyed their clients. They literally asked them what they could do to continue to deliver the best possible service and experience. It was clear their client thought the 'front door' could improve. Their current custodian client portal was falling short. Fast forward to now - they listened, put the work in, and invited these SAME clients to their new portal. Through their app, they asked for feedback and now have built multiple experiences for various clients and prospects. The Lesson - all business problems can be solved by talking to your clients/customers. Jason Greenfield and the Crescent Harbor Private Wealth Team wanted to put their brand on their clients' phones, reduce logins, increase client engagement, and much more. Fast forward to now - they launched their app to all clients, and during the process, proactively reached out via app to gather client feedback and ways they could improve the experience. A short conversation with a retiree about her app experience led to more AUM being managed. The Lesson - Want to grow your business? Have more conversations. THE TAKEAWAY RIAs across the country offer personalized investment management and financial planning, but current technology limits these firms from offering that level of personalization to their client' experience. Fynancial is fortunate to power this experience, but it takes great teams/advisors to make it all happen. See you both in AZ soon 😎 https://lnkd.in/ehfZ5Hfi 👈 Book A Demo Here

Our product had a flaw: New users would log in on their first day of work, often their most financially stressful moment, and see a $0 available balance. This failed them when they needed us most. We became obsessed with solving this. Our data science team dug in and found a powerful insight: employees enrolled at Clair in their first 20 days of tenure are 30% more likely to get a paycheck than those with a longer tenure. This insight allowed us to build "Day One Dollars," a responsible way to underwrite new employees. We've now helped thousands of workers bridge the gap to their first paycheck. In this video, I explain how this data-driven approach is key to building a truly responsive financial system.

Today, at Gideon Strategic Partners, we want to recognize the service, sacrifice, and leadership of America’s veterans. Thank you for your enduring commitment. Together, through community and collaboration, we can build a future rooted in liberty and justice for all. #VeteransDay #Service #gideonsp #military #unitedwestand

Investir avec discernement, c’est aussi s’entourer des bons experts. GIP vous accompagne avec exigence et expertise.

Anticipez l’avenir avec des placements sécurisés et performants. Construisons ensemble une stratégie adaptée à votre patrimoine.

Seguimos creciendo con propósito. Los resultados del 3er trimestre reflejan nuestro compromiso con las personas y la inclusión financiera.

At Geddes Capital, we walk alongside you as a partner in growth. Access up to R15 million in funding, approved within 5 days to fast-track your business’ next big move.

With innovative financial solutions from Geddes Capital, your business is set for growth. Apply for future-focused business funding to turn your plans into progress.

Intégrate a nuestra comunidad en Redes Sociales enfocada en el impacto positivo; un espacio donde las conexiones generan cambios reales y significativos. #ValorSocial

Das Community Meeting 2025 stand ganz im Zeichen von Kundennähe, Daten und der Zukunft des Bankings. Denn, Banken verfügen heute über mehr Daten als je zuvor! Doch echte Nähe entsteht nicht durch Analyse, sondern durch Interaktion. Genau hier haben wir angesetzt: von den Erwartungen der #GenZ über globale Trends bis hin zu konkreten Use Cases und mutigen Impulsen aus anderen Branchen. Vielen Dank an unsere Speaker für eure spannenden Beiträge & Impulse! Ein grosses Danke auch an Pascal, der souverän durch das Programm geführt hat 🎤. Selbstverständlich 👏 auch an alle Partner, Kund:innen und Wegbegleiter:innen, die im Bluelion dabei waren und gestern zu dem gemacht haben, was es war: grossartig 🥳 ! NEOVISO AG, Accenture Song, Braingroup AG, BSI Software, Experian, NVIDIA

Big day. For me, for our team, and for every founder who’s lost sleep over the numbers. Fuelfinance is introducing AI CFO. Every founder faces the same pain: You have to decide fast, but you don’t always have the right numbers at your fingertips. That’s when founder’s anxiety kicks in — and mistakes get costly. So we built Fuel AI CFO to end the guesswork and anxiety. From now everyone can be a CFO, or at least financial analyst. I'll be your anti-trend voice saying this: Our AI CFO will NOT replace a human CFO. Boom! Empowering human CFO to be faster, smarter and more efficient — yes. Help everyone in the team be a financial analyst without bothering or making hundreds of requests to the financial team — yes. If you’re hoping for a magic button that runs your whole finance team... sorry. Not happening. Not now, maybe not yet. But here’s how it works: AI CFO is built right into the Fuel FP&A platform as a chat and trained exactly on your data. Not some imaginary, irrelevant numbers. And it’s all about accuracy, not just speed. Instead of guessing, you get: → Run “what if” scenarios on every key decision in seconds. No more waiting a week to know what happens if expenses spike, or if a major customer pays late. → Pull any analysis you need, build a dashboard or report and add it to your finance system in seconds by asking in chat. → Get anomalies alerts to see where you have discrepancies between different data sources. Get recommendations on how to fix them But the thing I’m proudest of — the feature that no one else does: Fuel AI CFO displays a data quality score banner right above every answer. You’ll always know whether it’s a 100% reliable insight based on solid data, a directional finding, or something that needs more data for accurate estimation or prediction. We don’t promise 1-click setup. We promise the right numbers. We’re opening access in waves. Spots are limited for the first release. Join the waitlist for early access: https://lnkd.in/gx95mJzt

💡Wir haben Passanten in Zürich gefragt, was mit ihrem Geld passiert, das einfach auf dem Konto «liegen» bleibt"? Die Antworten waren ziemlich eindeutig: 👉 Viele lassen ihr Geld einfach auf dem Konto 👉 Fast alle würden es gern von AI vermehren lassen Genau hier setzt der Smart Balance Optimiser an! Er ist unsere smarte Lösung und markiert den Wandel hin zu Self-Driving Money. Um mehr aus dem eigenen Geld zu machen! Ohne Aufwand, aber mit voller Kontrolle. Der Smart Balance Optimiser nutzt AI, um: 🔹 Freie Mittel auf Konten automatisch zu analysieren 🔹 Liquidität und Zinsen optimal auszubalancieren 🔹 Prognosen zu erstellen, wann Geld gebraucht wird Alles das gibt es direkt im Digital Banking, transparent, sicher und mit einem Klick umsetzbar. So wird Banking nicht nur digital, sondern auch intelligent. 💫 #DataDrivenBanking #DigitalBanking #AI #Fintech

🎬🎉 In our latest webinar, HR leaders from across the country tuned in as our expert team (Carli Coyne Reddy, CSLP, Michaela (Noé) Rubin, and Meera Rao Oliva) took a deep dive into what recent changes in the student loan landscape — including the One Big Beautiful Bill — mean for borrowers, and shared actionable insights for implementing a proactive benefits strategy that offers employees the support they need while driving critical business outcomes.

The AI revolution is here — and in the workplace, it’s transforming everything from recruitment and reskilling to people management and benefit engagement. ✨ Our HR Leadership Summit gathered forward-thinking people leaders to discuss how they're harnessing AI to drive higher productivity, unlock deeper impact, and cultivate teams that are truly future-ready. Here's what stood out: ⚡ AI + human design = benefits that actually work Benefit utilization soars — and ROI follows — when technology meets thoughtful employee experience design through innovative solutions like Cait, our new Conversational AI Tool. 🎯 Smart recruitment goes deeper than automation The most successful teams use AI throughout the entire talent journey — not just to speed up processes, but to identify better candidates and reduce bias. 🚀 HR leaders are the architects of transformation You're not just managing people — you're building the agile, resilient workforce your organization needs to thrive. 🤝The future of work isn't about choosing between human intelligence and artificial intelligence It's about combining both to unlock potential we never knew existed. 🔗 Dive deeper into more insights from our HR Leadership Summit: https://lnkd.in/g_n8YyYt

Every firm has a reason it exists. Ours begins with a belief: financial planning should be deeply personal, not transactional. At GDS Wealth Management, Glen Smith built a firm focused on trust, transparency, and meaningful client relationships where clients are viewed as partners in their financial journey. This philosophy continues to guide our work today. Discover the story behind our mission. 🎥 Watch the full video: https://lnkd.in/eCtnDEnH #gdswealthmanagement #glensmith #ourstory GDS Wealth Management (“GDS”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For informational purposes only and not investment, legal, or tax advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Views expressed are those of the speaker and may not reflect those of GDS.

With Gesa, you get a real relationship manager, fast answers, and the financial firepower to keep your business moving forward.