Episode 35 – Make Your Foray Into the Digital World an Evolution, Not a Revolution — With Yaela Shamberg



There’s a digital transformation happening that a lot of money managers know they need to get on. They need a digital roadmap, and they need to start their journey. But they’re not sure how. 

In a live recording at the Charles Schwab IMPACT 2019 conference, Doug Heikkinen speaks with Yaela Shamberg, chief product officer and co-founder at InvestCloud, about the digital platform where money owners, money managers, and asset-service providers can cherry-pick the apps that will best suit theirs and their clients’ needs. This is a conversation that encourages financial professionals to start using a digital strategy that will help them serve clients at every life stage. 

In this episode, you will learn:

  • Where InvestCloud first got their start
  • Recommendations for approaching a new digital strategy
  • The definition of digital empathy 
  • What impact longer lifespans might have on future wealth transfers
  • And more!

Tune in now and get inspired to join the digital transformation! 

Resources:  IRIS.xyz | InvestCloud | Yaela Shamberg | InvestCloud Twitter | Discovery Data 

 


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