Podcast #13 Tony Leal: In FinTech, one is never in comfort zone


Manage episode 247931925 series 2552136
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Negative experience is the most valuable. In this episode, we’re having a talk with Tony Leal, CTO at Envestnet MoneyGuide, which offers financial planning software for college, retirement, real estate, asset allocation, and insurance needs analysis. His inspiring insights on learning from failures, enforcing corporate culture with creativity, finding a work-life balance are a must to listen to!

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Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/

16 episodes