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Marketing Platforms and CRM

September 2022 Riskalyze Fintech Five [Video]

Here is your Riskalyze Fintech Five for September, a focused take on what we think are the recent top five stories in wealth management technology.

1. UBS Growth Plans in US Dented After Wealthfront Deal Fails

Our first story brings back memories of that old Julia Roberts film, Runaway Bride. It felt like Wealthfront and UBS were halfway through the vows, and we’re not quite sure who started running first, but lo and behold, both parties issued a dignified statement that they had “mutually” decided to part ways before they even got married.

UBS had been set to turn Wealthfront into the digital client acquisition engine for their human advice business, and getting that deal done and priced at the top of the market for $1.4 billion dollars was an absolute coup for Wealthfront.

The strange thing is that acquisition deals are normally binding, so just because UBS might have felt that …

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Marketing Platforms and CRM

Testing Field Timers (inside Keap) [Video]

No matter how long you've been using Keap, it's always a good idea to test your automations and make sure things are happening in the way you expect.This is true for functionality, as well as for timing and cadence. This video features a test of a field timer, to see how it behaves in certain circumstances.For more on Keap Timers, check out this post: https://www.monkeypodmarketing.com/keap-timers/Dig this? Subscribe: https://www.youtube.com/c/monkeypodmarketingllc--- For more from Monkeypod, check out the OG Membership: https://www.monkeypodmarketing.com/courses/og-membership