Insights

Meet Me @ My Life

My Corporate Ally’s Barbara March joined John Geli ( SS&C Technologies), Kathleen Connelly (Fiduciary Decisions), Chad Parks (Ubiquity) and Dan Rosshirt (Deloitte Consulting) at this year’s SPARK Forum for a panel discussion on the State of Retirement 2025 and Beyond. Central to the discussion, Barbara offered unique perspectives on the need to move past traditional retirement thinking and towards the concept of financial freedom and savings. People are thinking differently now, and the industry needs to pivot to engage them in their life with tools and resources to help them save for financial freedom.   #meetme@mylife

Closing the FinTech to FinServ Gap

Financial Services corporations and FinTech companies have a great deal to offer each other. But the complexity of the Financial Services industry and the inability of FinTech firms to demonstrate their very powerful solutions in a context that is relevant to the industry has created a gap between the two that prevents them from working together effectively. How do we close this gap?