BetaNXT’s CEO on Most Impactful Tech and 2025 Trends
Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in 2025, his vision for the firm, and more.
Hyper-Personalization
One Company's Mission To Power "Connected Wealth"
BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.
Empowering Advisors: How Connected Wealth Can Revolutionize Wealth Management
2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have increasingly focused on...
How to Improve the Advisor and Client Experience in 2024 — and Beyond
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been...
| July 9, 2024
For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.
