Wednesday, March 29, 2023

WealthStack Podcast: BetaNXT on a Frictionless Wealth Expertise

The last word goal to create an end-to-end, holistic wealth administration expertise appears easy in principle, however it continues to be tough for the wealth administration {industry} to execute on. Happily, BetaNXT is hyper-focused on fixing clients’ most demanding integration challenges with versatile, environment friendly, related options that anticipate their altering wants.

On this episode, Shannon Rosic, director of WealthStack Content material and Options, speaks with Stephen Daffron, CEO of BetaNXT, on making a “frictionless” wealth administration expertise and what it means for advisors, monetary providers and wealthtech companies that serve them.

Shannon and Stephen focus on:

  • Why BetaNXT is championing the following wave in wealth administration expertise and outsourcing options
  • The significance of advisors using real-time knowledge
  • Why BetaNXT is concentrated on fixing clients most demanding integration challenges
  • What the acquisition of Mediant Communication means for BetaNXT

Join with Shannon Rosic:

Join with Visitor:

About Our Visitor:

Stephen is a co-founder and Trade Associate at Motive Companions since 2016, a specialist personal fairness agency targeted on monetary expertise companies and at the moment serves as Chairman and Chief Govt Officer of BetaNXT, a Motive Companions portfolio firm and an industry-leading supplier of wealth administration expertise and outsourcing options. Dr. Daffron additionally lately served because the President of Dun & Bradstreet, a place he held from 2019 to 2021, additionally a Motive Companions portfolio firm. Dr. Daffron has served on the Board of Motive Capital Corp II since 2021. Previous to becoming a member of Motive Companions, Dr. Daffron served from 2013 to 2015 because the Chief Govt Officer of Interactive Information. Previous to Interactive Information, Dr. Daffron was the World Head of Know-how, Operations, and Information at Morgan Stanley from 2008 to 2013. Earlier than returning to the sell-side, Dr. Daffron was Chief Working Officer at Renaissance Applied sciences. Previous to this, Dr. Daffron labored for Goldman Sachs from 1993 to 2003, initiated the re-engineering of operations and expertise capabilities throughout funds, by-product processing, credit score threat/collateral management, and funding administration. Dr. Daffron earned a B.S. from the US Navy Academy, and an MBA, MA, M.Ph. and Ph.D. from Yale.

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