As the financial sector enters a period of innovation and disruption, new trends and technologies emerge to meet the customer's changing needs. With more consumers turning to digital platforms for their financial needs, fintech companies aim to differentiate themselves by speeding up the account opening process. By removing barriers to entry and making it easier for consumers to start investing, saving, or managing their finances, fintech firms are democratizing access to financial services and empowering individuals to take control of their financial futures. In this episode, George and Ryan talk with Megan Hausmann, Director of Advisory Success, and McAllister Green, Sales Director at Apex Fintech Solutions. Megan’s 15+ year career in financial services began with 12 years in talent consulting and business development for a boutique recruiting firm in San Diego, CA. At Apex Fintech Solutions, Megan supports the growth of the newly minted segment (Apex Advisor Solutions). McAllister previously served as Vice President of Private Client Advisor at JP Morgan Chase Bank and Strategic Relationship Manager at TD Ameritrade Institutional, managing 120+ Registered Investment Advisory clients with over $14.2 billion in AUM. On a special live episode from the Orion Ascent Conference, Megan and McAllister talk with George and Ryan about Fintech trends in 2023, the importance of the advisor experience, and how Apex's partnership has streamlined the account opening process to less than five minutes. Key Takeaways [01:12] - The role Megan and McAllister play at Apex Fintech Solutions. [05:07] - What sets Apex apart from other financial firms. [07:08] - What the Apex onboarding process looks like. [08:45] - How Apex positions itself in the financial market. [12:08] - The NIGO rate at Apex. [15:08] - What Apex's staffing looks like. [17:49] - What McAllister finds interesting about the Orion Ascent Conference. [22:33] - Advisors' experiences with Apex's digital account opening. Quotes [09:15] - "When I got to Apex, I realized we'd benefited almost two and a half decades with zero marketing. It's a great place to be when you have to do no marketing, and you do well. So all the FinTech conferences we go to, everybody knows who we are." ~ McAllister Green [10:57] - "We don't have many of the cumbersome things that other custodians have as far as maintaining a retail business and what we're doing to serve advisors on a day-to-day basis. Our size is our strength, and our partnership with Orion is a key example." ~ Megan Hausmann [12:43] - "When you're going through a digital experience, it's resolving the NIGOs as you go through it." ~ Megan Hausmann Links  Megan Hausmann on LinkedIn McAllister Green on LinkedIn Apex Fintech Solutions PEAK6 Connect with our hosts Ryan Donovan George Svagera Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0679-OAT-3/7/2023

SHOW NOTES

As the financial sector enters a period of innovation and disruption, new trends and technologies emerge to meet the customer's changing needs. With more consumers turning to digital platforms for their financial needs, fintech companies aim to differentiate themselves by speeding up the account opening process. By removing barriers to entry and making it easier for consumers to start investing, saving, or managing their finances, fintech firms are democratizing access to financial services and empowering individuals to take control of their financial futures.

In this episode, George and Ryan talk with Megan Hausmann, Director of Advisory Success, and McAllister Green, Sales Director at Apex Fintech Solutions. Megan’s 15+ year career in financial services began with 12 years in talent consulting and business development for a boutique recruiting firm in San Diego, CA. At Apex Fintech Solutions, Megan supports the growth of the newly minted segment (Apex Advisor Solutions). McAllister previously served as Vice President of Private Client Advisor at JP Morgan Chase Bank and Strategic Relationship Manager at TD Ameritrade Institutional, managing 120+ Registered Investment Advisory clients with over $14.2 billion in AUM.

On a special live episode from the Orion Ascent Conference, Megan and McAllister talk with George and Ryan about Fintech trends in 2023, the importance of the advisor experience, and how Apex's partnership has streamlined the account opening process to less than five minutes.


Key Takeaways

  • [01:12] - The role Megan and McAllister play at Apex Fintech Solutions.
  • [05:07] - What sets Apex apart from other financial firms.
  • [07:08] - What the Apex onboarding process looks like.
  • [08:45] - How Apex positions itself in the financial market.
  • [12:08] - The NIGO rate at Apex.
  • [15:08] - What Apex's staffing looks like.
  • [17:49] - What McAllister finds interesting about the Orion Ascent Conference.
  • [22:33] - Advisors' experiences with Apex's digital account opening.


Quotes

[09:15] - "When I got to Apex, I realized we'd benefited almost two and a half decades with zero marketing. It's a great place to be when you have to do no marketing, and you do well. So all the FinTech conferences we go to, everybody knows who we are." ~ McAllister Green

[10:57] - "We don't have many of the cumbersome things that other custodians have as far as maintaining a retail business and what we're doing to serve advisors on a day-to-day basis. Our size is our strength, and our partnership with Orion is a key example." ~ Megan Hausmann

[12:43] - "When you're going through a digital experience, it's resolving the NIGOs as you go through it." ~ Megan Hausmann


Links 


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0679-OAT-3/7/2023

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