The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Amplify with Vickie Lewin | 369
Manage episode 474579574 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify's focus on reducing complexity, creating seamless workflows, and offering a comprehensive trade engine are discussed, alongside a dive into their future roadmap and technology enhancements. The episode concludes with insights on the importance of building platforms that resonate with industry needs.
Episode Highlights:
- 00:28: Vickie expresses gratitude for the introduction and humorously notes the accuracy.
- 00:32: Jason asks Vickie to elaborate on Amplify's offerings.
- 00:36: Vickie outlines Amplify's inception from an RIA seeking better tech solutions.
- 01:32: Discussion on the platform's features, trade engine, and model marketplace.
- 02:42: The journey of Amplify from an internal tool to a marketable product.
- 03:39: Amplify's separation from Ashton Thomas and its growth trajectory.
- 04:26: Jason summarizes the typical entrepreneurial trajectory in wealth tech.
- 05:08: Discussion on the importance of technology understanding advisor needs.
- 05:27: Vickie talks about the user perspective benefits seen in the platform.
- 05:58: Delving into Amplify's integrated and simplified tech stack approach.
- 10:38: The importance of the client experience in Amplify's offerings.
- 12:06: Overview of Amplify's operational and tech characteristics.
- 18:50: Additional features like risk scoring and optimization strategies.
- 21:12: Advisor feedback on the platform's intuitive design and partner support.
- 22:28: Discussion around cost vs. total value offered by Amplify.
- 24:08: Amplify's approach to incorporating client feedback into platform updates.
- 25:36: Vickie shares her desire for faster tech development in Fintech.
- 27:14: Challenges faced during Amplify's separation process from Ashton Thomas.
- 28:30: Vickie's enthusiasm for building and innovating within the tech space.
Key Points:
- Amplify was created to provide a seamless and less complex solution for RIAs, starting from a frustration with existing tech tools.
- The platform leverages in-house trade engine capabilities to streamline processes and reduce dependency on multiple software systems.
- Amplify aims to balance advanced functionality with ease of use, focusing on both advisor and client experiences.
- Future updates on Amplify's platform will prioritize user feedback and continued enhancement of their robust model marketplace.
Tweetable Quotes:
- "If you’ve gotta make this hard for somebody, make it hard for me, make it easy for my client." - Vickie Lewin
- "It’s fun to build, it’s fun to hire people, it’s fun to have an idea and be able to apply it quickly." - Vickie Lewin
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://amplifyplatform.com/
- https://www.linkedin.com/in/vickie-edwards-lewin/
Hosted on Acast. See acast.com/privacy for more information.
372 episodes
Share
Manage episode 474579574 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify's focus on reducing complexity, creating seamless workflows, and offering a comprehensive trade engine are discussed, alongside a dive into their future roadmap and technology enhancements. The episode concludes with insights on the importance of building platforms that resonate with industry needs.
Episode Highlights:
- 00:28: Vickie expresses gratitude for the introduction and humorously notes the accuracy.
- 00:32: Jason asks Vickie to elaborate on Amplify's offerings.
- 00:36: Vickie outlines Amplify's inception from an RIA seeking better tech solutions.
- 01:32: Discussion on the platform's features, trade engine, and model marketplace.
- 02:42: The journey of Amplify from an internal tool to a marketable product.
- 03:39: Amplify's separation from Ashton Thomas and its growth trajectory.
- 04:26: Jason summarizes the typical entrepreneurial trajectory in wealth tech.
- 05:08: Discussion on the importance of technology understanding advisor needs.
- 05:27: Vickie talks about the user perspective benefits seen in the platform.
- 05:58: Delving into Amplify's integrated and simplified tech stack approach.
- 10:38: The importance of the client experience in Amplify's offerings.
- 12:06: Overview of Amplify's operational and tech characteristics.
- 18:50: Additional features like risk scoring and optimization strategies.
- 21:12: Advisor feedback on the platform's intuitive design and partner support.
- 22:28: Discussion around cost vs. total value offered by Amplify.
- 24:08: Amplify's approach to incorporating client feedback into platform updates.
- 25:36: Vickie shares her desire for faster tech development in Fintech.
- 27:14: Challenges faced during Amplify's separation process from Ashton Thomas.
- 28:30: Vickie's enthusiasm for building and innovating within the tech space.
Key Points:
- Amplify was created to provide a seamless and less complex solution for RIAs, starting from a frustration with existing tech tools.
- The platform leverages in-house trade engine capabilities to streamline processes and reduce dependency on multiple software systems.
- Amplify aims to balance advanced functionality with ease of use, focusing on both advisor and client experiences.
- Future updates on Amplify's platform will prioritize user feedback and continued enhancement of their robust model marketplace.
Tweetable Quotes:
- "If you’ve gotta make this hard for somebody, make it hard for me, make it easy for my client." - Vickie Lewin
- "It’s fun to build, it’s fun to hire people, it’s fun to have an idea and be able to apply it quickly." - Vickie Lewin
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://amplifyplatform.com/
- https://www.linkedin.com/in/vickie-edwards-lewin/
Hosted on Acast. See acast.com/privacy for more information.
372 episodes
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Similar to Fintech Impact
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
…
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
