Podcasts about jemstep

Marla Sofer is the VP of Strategic Partnerships at Jemstep, a B2B2C digital advice platform focused on helping Americans invest to achieve their financial goals. Before diving into Fintech in 2015, Marla led institutional partnerships at BlackRock and J.P. Morgan quantified in billions of dollars. She has been a champion of gender diversity, founded two employee women's networks, and served as a non-profit leader dedicated to social justice. https://www.jemstep.com/en https://www.linkedin.com/in/marlasofer/    

The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn't Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz. “It doesn't matter whether you're sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […] The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn't Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 19: Why The "Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on Wealth Management Today and was written by Craig Iskowitz. "It doesn't matter whether you're sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally." — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […] The post #ItzOnWealthTech Ep 19: Why The "Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on Wealth Management Today and was written by Craig Iskowitz.

While studying peace and conflict resolution during a college program in the Middle East, Marla Sofer realized her passion for partnerships aimed at addressing significant social challenges. Today, she is the VP of Strategic Partnerships at Jemstep, a digital advice platform focused on helping Americans achieve their financial goals. At Jemstep, Marla has established allies across technical, financial, and consulting ecosystems to expand the availability of investment advice, improve the end-to-end user experience, and reduce the cost to serve clients at the country’s largest financial institutions. Prior to joining Jemstep, she was the Head of Business Development at Xignite, and the Head of Third-Party Monitoring and Oversight at Lending Club. Both firms dedicated to democratizing financial services to broader markets. --- Support this podcast: https://anchor.fm/freeman-means-business/support

My guest on this weeks podcast is Danny Saksenberg, Co-founder / CEO EmergeHe started his career as an actuary at Deloitte and then started to immerse himself into the world of machine learning and AI. He was part of the team at Jemstep.com to build one of the first and leading robo-advisors for the Financial Services industry. In 2012 he founded Emerge together with Laurence Rau. Emerge helps companies to make money from operations by making them super-efficient and improving customer experience. To accomplish this Emerge works in partnership with the world’s largest and most trusted consulting companies, software giants and directly with corporates to develop constantly-learning, operational solutions to valuable and consequential problems.He refers to himself as passionate about thinking differently and unlocking potential. In his words “I am always looking for more problems”This triggered me, hence I invited Danny to my podcast We explore what’s required for AI and Machine Learning to reach their full potential in solutions; Data is just a part of that puzzle. We review the difference in impact between solutions that improve efficiency and solutions that improve experience. And last but not least we address how the outcomes of AI will reveal new insights, help transform thinking inside organizations, and in turn inspire the creation of new processes and procedures.Here are some of his quotes:“people are spending a lot of time focusing on interesting problems and not so much on valuable problems.we genuinely believe that the solutions to the world's biggest problems are in data and there aren't enough people tackling that properlyWhat gets people excited is that you identify a problem that is hurting their business or an opportunity and you develop a solution that takes advantage of that.What we're finding is that we're able to get machines to do things that far exceed what humans can do.But where humans become much more useful is where we can get them to be strategic in terms of working out where they would like the machines to be deployedWe're getting businesses starting to ask more of the right questions.Identify the bottlenecks in their business and focus on that.I think ultimately it boils down to what can you do to serve the public better? The more value you add to them or to more people, the better your business will do.”By listening to this interview, you will learn three things:That to solve the world’s biggest problems and build the most impactful solutions for the future we need to develop multi-disciplinary people who blend expertise in AI and business.Why it’s critical to view your customers as partners (not as clients) in order to create meaningful and lasting impactHow by building solutions that go beyond ‘just insight’, but instead also actively help ‘solve’ the problem by changing behaviour, you can grow value exponentially. See acast.com/privacy for privacy and opt-out information.

Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and the era of the digital advisor. Simon Roy, Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape, growth, and upending the wealth management industry. Marvin Loh, Managing Director Senior Global Markets Strategist, BNY Mellon, on fixed income.

Mark Tibergien, CEO of Pershing Advisor Solutions, discusses advisory trends, the needs of high net-worth investors and the future of the financial services industry. Simon Roy, the president and CEO of Invesco's robo-adviser, Jemstep, talks about upending the wealth management industry and why the financial future lies with bionic advisers.

On today’s broadcast, Jemstep gets acquired by Invesco, rumors fly about a Snapchat robo advisor, FutureAdvisor links up with its first bank, and more. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Invesco acquires Jemstep, a market-leading provider of advisor-focused digital solutions from PRNewswire [This week’s top story […]

WOULD YOU LIKE TO WAKE UP ONE MORNING, TURN ON YOUR COMPUTER, AND DISCOVER that you have two new clients with a million in assets waiting to do business with you? It’s happening now with Robo Advisor technology and Simon Roy of Jemstep shares how. Having great technology is one thing, but leveraging it can be a whole different ballgame. Simon and I discuss how to build a business, leverage it with technology, wrap it in a human relationship, and deliver great results for clients. As a successful entrepreneur and business executive based in the heart of Silicon Valley, Simon is someone well-worth listening to.

The first so called Robo Advisor I recall is Betterment. Several years ago I met its founder, Jon Stein, and recently interviewed him for the podcast. Since then I’ve used or evaluated Motif Investing, Acorns, Wealth Front, Future Advisors, and JemStep. I’ve also used extensively the free Financial Dashboard offered by Personal Capital. It was […] The post DR 132: Robo Advisors–The Pros and Cons appeared first on The Dough Roller.

This is the twenty-sixth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we looked at an asset allocation tool called Jemstep. In today’s podcast, we talk about life insurance with Certified Financial Planner, Jeff Rose. Sponsors: The 31-Day Money […] The post All About Term Life Insurance [Interview with Jeff Rose] appeared first on The Dough Roller.

This is the twenty-fifth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we covered how to tell if you are on track to retire. In today’s podcast, I interview Simon Roy of Jemstep, an online asset allocation and investment […] The post Jemstep–an Asset Allocation and Investment Selection Tool appeared first on The Dough Roller.