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 ...
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continue reading
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://podcastplayer.com/legal.
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PureFacts with Jeff Marsden | E365
Manage episode 469611225 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://podcastplayer.com/legal.
In this episode of Fintech Impact, Jason Pereira interviews Jeff Marsden, Chief Product Officer at PureFacts, a leader in revenue management for financial advisory and investment management firms. They explore the complexities of revenue management, including regulatory challenges, individualized advisor fee structures, and data integration from multiple sources. The discussion also touches on the company’s strategic acquisitions, the integration of AI to enhance data quality and operational efficiency, and future industry trends like outcome based models in wealth management.
Episode Highlights:
- 00:09: Introduction by Jason Pereira about Jeff Marsden and PureFacts, focusing on complexities in revenue management.
- 00:27: Jeff Marsden expresses his pleasure in being on the show.
- 00:29: Jeff Marsden discusses the history of PureFacts and their global expansion.
- 01:09: Jeff digs into the DNA and history of the company, emphasizing late 90s billing systems.
- 02:54: Conversation about fee complexities, daily moving numbers, and regulatory influences.
- 03:52: Discussion on regulations, data calculations, and advisor relationship complexities.
- 04:54: Description of the comprehensive and customizable nature of PureFacts' platform.
- 05:01: Details about the different advisors’ unique propositions and fee models.
- 05:32: Jason Pereira highlights challenges in calculating fees for numerous advisors at broker dealers.
- 06:56: Jeff outlines the significant data challenge in revenue calculations and client transparency.
- 07:42: Discussion on regulatory disclosure issues such as CRM3 and its complexities.
- 08:27: Jason asks about comprehensive revenue management; Jeff explains technical and business perspectives.
- 09:24: Jeff outlines the technical flow from data integration to output for client statements.
- 11:07: Jason inquires about merging multiple companies; Jeff explains the strategy behind acquisitions.
- 13:20: Discussion on the benefits of acquisitions for existing customers and market expansion.
- 15:04: Jeff talks about three years of AI integrations improving data management and client service.
- 18:02: Jason commends the reduction of burdens through AI, easing enterprise-grade software onboarding.
Key Points:
- Revenue management in financial services is complex, involving regulations and unique fee structures for advisors.
- PureFacts integrates AI to improve data accuracy, operational efficiency, and onboard processes for new clients.
- Strategic acquisitions have enabled PureFacts to enhance their service offerings and expand geographically.
Tweetable Quote:
- "AI is fundamentally transforming how we sanitize data and optimize operations for maximum client value." - Jeff Marsden
- "The future of wealth management is an outcome-based model focusing on true client value." - Jeff Marsden
- "Merging knowledgeable companies has created a powerhouse in comprehensive revenue management." - Jeff Marsden
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://purefacts.com/
- https://www.linkedin.com/in/jeffmarsden/
Hosted on Acast. See acast.com/privacy for more information.
374 episodes
Share
Manage episode 469611225 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://podcastplayer.com/legal.
In this episode of Fintech Impact, Jason Pereira interviews Jeff Marsden, Chief Product Officer at PureFacts, a leader in revenue management for financial advisory and investment management firms. They explore the complexities of revenue management, including regulatory challenges, individualized advisor fee structures, and data integration from multiple sources. The discussion also touches on the company’s strategic acquisitions, the integration of AI to enhance data quality and operational efficiency, and future industry trends like outcome based models in wealth management.
Episode Highlights:
- 00:09: Introduction by Jason Pereira about Jeff Marsden and PureFacts, focusing on complexities in revenue management.
- 00:27: Jeff Marsden expresses his pleasure in being on the show.
- 00:29: Jeff Marsden discusses the history of PureFacts and their global expansion.
- 01:09: Jeff digs into the DNA and history of the company, emphasizing late 90s billing systems.
- 02:54: Conversation about fee complexities, daily moving numbers, and regulatory influences.
- 03:52: Discussion on regulations, data calculations, and advisor relationship complexities.
- 04:54: Description of the comprehensive and customizable nature of PureFacts' platform.
- 05:01: Details about the different advisors’ unique propositions and fee models.
- 05:32: Jason Pereira highlights challenges in calculating fees for numerous advisors at broker dealers.
- 06:56: Jeff outlines the significant data challenge in revenue calculations and client transparency.
- 07:42: Discussion on regulatory disclosure issues such as CRM3 and its complexities.
- 08:27: Jason asks about comprehensive revenue management; Jeff explains technical and business perspectives.
- 09:24: Jeff outlines the technical flow from data integration to output for client statements.
- 11:07: Jason inquires about merging multiple companies; Jeff explains the strategy behind acquisitions.
- 13:20: Discussion on the benefits of acquisitions for existing customers and market expansion.
- 15:04: Jeff talks about three years of AI integrations improving data management and client service.
- 18:02: Jason commends the reduction of burdens through AI, easing enterprise-grade software onboarding.
Key Points:
- Revenue management in financial services is complex, involving regulations and unique fee structures for advisors.
- PureFacts integrates AI to improve data accuracy, operational efficiency, and onboard processes for new clients.
- Strategic acquisitions have enabled PureFacts to enhance their service offerings and expand geographically.
Tweetable Quote:
- "AI is fundamentally transforming how we sanitize data and optimize operations for maximum client value." - Jeff Marsden
- "The future of wealth management is an outcome-based model focusing on true client value." - Jeff Marsden
- "Merging knowledgeable companies has created a powerhouse in comprehensive revenue management." - Jeff Marsden
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://purefacts.com/
- https://www.linkedin.com/in/jeffmarsden/
Hosted on Acast. See acast.com/privacy for more information.
374 episodes
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Similar to Fintech Impact
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
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
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
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 ...
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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
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
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
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
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
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