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Bionic Advisors Are Deconstructing The Financial Industry, & Finaeo Is on The Frontlines w/ Jason Carvalho
Archived series ("Inactive feed" status)
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This feed was archived on November 23, 2019 01:13 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 221132584 series 2426946
Content provided by Mariam Safi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mariam Safi 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://player.fm/legal.
“What is insurance, if not a data company?” These are the words of Jason Carvalho, COO at Finaeo, the world’s first digital MGA. Their company is revolutionizing the insurance and financial industries with fintech, by focusing on the advisor, teaming them with a digital assistant, and creating bionic advisors.
Finaeo doesn’t believe fintech will push advisors out of the industry. Rather, it is built upon the premise that advisors are the best-suited to serve the insured end user. Advisors need a fintech toolbelt that allows them full access to the available products, and schedules their day-to-day.
In this episode, Jason shares the future of fintech, and how it’s deconstructing banks and the financial and insurance industries in an era of legacy systems and 50-page applications.
By giving advisors access to the world’s insurance and financial products, costs are dropping, and machine and human are combining to create the world’s bionic financial advisors.
21 episodes
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Archived series ("Inactive feed" status)
When?
This feed was archived on November 23, 2019 01:13 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 221132584 series 2426946
Content provided by Mariam Safi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mariam Safi 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://player.fm/legal.
“What is insurance, if not a data company?” These are the words of Jason Carvalho, COO at Finaeo, the world’s first digital MGA. Their company is revolutionizing the insurance and financial industries with fintech, by focusing on the advisor, teaming them with a digital assistant, and creating bionic advisors.
Finaeo doesn’t believe fintech will push advisors out of the industry. Rather, it is built upon the premise that advisors are the best-suited to serve the insured end user. Advisors need a fintech toolbelt that allows them full access to the available products, and schedules their day-to-day.
In this episode, Jason shares the future of fintech, and how it’s deconstructing banks and the financial and insurance industries in an era of legacy systems and 50-page applications.
By giving advisors access to the world’s insurance and financial products, costs are dropping, and machine and human are combining to create the world’s bionic financial advisors.
21 episodes
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Similar to AI for B2B Sales and Marketing
Weekly ideas, insights, and tips on management from Harvard Business Review.
…
continue reading
The #1 podcast for agents. We talk with Real Estate Agents who sell more than 50 Million dollars a year in volume and find out how they do it. We uncover their stories, secrets and tips & tricks. We bring on top producers, coaches and authors and do a deep dive
…
continue reading
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
DISQO’s podcast features the brightest minds fueling product teams. Subscribe to learn how product management and strategy are being driven by putting customer experience (CX) front and center. Learn more and subscribe at tipm.feedbackloop.com
…
continue reading
Asian Efficiency is the leading website on time management and productivity. Learn how to be efficient, get things done (GTD), and stay motivated.
…
continue reading
Marketing Smarts is a weekly podcast featuring in-depth interviews with smart marketers from all walks of life. Hosted by MarketingProfs, this 30-minute, weekly podcast will deliver actionable insights and real advice to help you market smarter.
…
continue reading
Unlike other business podcasts. No filler and no fluff. HTE is a show for people looking to take charge of their lives and build a successful online business. People who are looking for their next business idea, getting started online, and how to start a business. We understand that starting a business and doing work that matters is not always easy, but it is worth it. Learn more at https://hacktheentrepreneur.com/podcasts/
…
continue reading
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