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搜尋以前的節目

搜尋Tech It Up以前的節目。

本 Podcast 中的其他單集

In this year-end episode of Tech It Up, host Jasmin Conner talks with Jen Becher and Steve Leivent about the milestones that shaped 2025 for Black Diamond Wealth Solutions. They cover the impact of the rebrand, how advisor relationships strengthened, and the leadership lessons learned through a yea…
Institutional Investor’s Sam Knox and SS&C Advent’s Valerie LaBarge unpack findings from a new research study on how investment management firms are approaching technology today. They explore where firms feel the most pressure, how teams are prioritizing modernization, and why integration and d…
2025 was a year of transformation for the investment management industry, and we were here for all of it. In this special recap episode, Trent Berry and Jasmin Conner revisit the most impactful conversations from the past year. You’ll hear highlights from the expert voices who joined Tech It Up and…
In this episode of Tech It Up, hosts Jasmin Conner and Trent Turner are joined by Michelle Greive to explore how operational wellness inside advisory firms directly impacts client financial wellness. They discuss why efficient workflows, unified data, and streamlined collaboration are critical to d…
免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 SS&C Advent,歸其所有者所有,與 Listen Notes, Inc. 無關聯,也未獲得 Listen Notes, Inc. 背書。