Read My Contributions to BISA's Portfolio

I joined industry experts to discuss how we’ve used technology to transform the customer experience. A wonderful experience and such valuable knowledge. Thanks BISA for sharing this important information.


Golden Nuggets from the 2019 T3 Enterprise Conference

The T3 Conferences are the rite of passage for the seriously innovative technology firms that are looking to debut and network with peers and senior influencers in the highly competitive and everchanging world of fintech. Financial services firms such as broker/dealers, banks and insurance companies seeking new and innovative solutions for their advisor constituents congregate every fall for the T3 Enterprise conference, whereas financial advisors of assorted business models and sizes flock to the T3 Advisor conference in February each year.