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TECHNOLOGY PROVIDERS Thought Leadership
INVENT
Big Reveal Podcast Series
This PODCAST SERIES, produced by Suzanne Siracuse with new partner Invent, provides a unique peek into the human side of some the industry’s leaders, innovators and influencers. Season Three guests included Eric Clarke, Amy Webber, Margarita Cheng, Preston Cherry Now
in its third season, Suzanne leads lively discussions, that not only focus on the guests personal and professional journeys, but also incorporates their perspectives on topical news items effecting the wealth management industry with a special focus on technology, marketing, human capital and investment trends, DEI, and Leadership best practices. And, at the end of each episode, Suzanne dives deep to have her guests share something they’ve never revealed before, hence the title, The Big Reveal.
INVENT is an innovative software as a service and technology consulting firm founded by industry veteran, Oleg Tishkevich and an elite team of Cloud technologists. Purpose-built to assist financial organizations to modernize their advisor technology stack, INVENT is transforming how financial services operate. For years, financial organizations have been hard at work trying to upgrade their systems to stay current with today’s more complex and rapidly changing demands, however, the pace of change is now faster than their ability to keep up. Which is why we created INVENT – to leverage our unique combination of domain expertise, design and technical implementation, combined with broad connections throughout the wealth management industry to simplify complex system architecture and get our clients fully Cloud-native. Through our innovative Cloud-Native software development framework, organizations can quickly streamline their technology infrastructure, legacy systems, simplify API’s, and integrate siloed applications and systems into a unified Cloud ecosystem.
246 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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