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In the MoneyIn the Money Author: Flyer Financial
Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms toughest trading workflows. In this podcast, we help advisors and asset managers understand how technology is transforming the WealthTech sector. Well cover how to leverage technology for faster, smarter investment decisions, mega-trends, and more. Tune in to hear our guest experts explore the biggest challenges and opportunities in the WealthTech game. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Reclaiming Time and Clarity Through Better Technology with Trasha Schwendener (Ep. 32 | Pt. 1)
Wednesday, 14 January, 2026
Technology is meant to create space for deeper thinking, yet many firms feel more rushed than ever. Busy workflows, manual processes, and unclear priorities often crowd out time for clients and strategy. In this episode, Rusty Sommer speaks with Trasha Schwendener, Managing Director at F2 Strategy, at the American Trust Organization’s (ATO) annual conference about how trust organizations can rethink technology to give people time back. They explore where automation actually helps, why process matters more than tools, and how firms can define their identity as client expectations shift. The conversation also covers onboarding, communication, and how modern portals shape relationships across generations. Key takeaways: Why being a thought-driven industry still leaves little room for thinking How onboarding, reviews, and distributions drain advisor time The role of process before automation in trust organizations Defining firm identity between trust company and RIA models Using technology to strengthen communication and client experience And more! Connect with Trasha Schwendener: LinkedIn: Trasha Schwendener Website: F2 Strategy Connect with Rusty Sommer: Rusty.sommer@flyerft.com LinkedIn: Rusty Sommer Flyer Financial Technologies LinkedIn: Flyer Financial Technologies Twitter: Flyer_FT About our Guest: Trasha Schwendener is a proven relationship and sales leader with close to 20 years experience in client management, wealth management, and fintech solutions. Her primary focus has been sales, training, and developing strategic client and partner relationships. Trasha honed her expertise through roles with trust accounting software and private wealth management firms, where she worked with bank trust departments, independent trust companies, family offices, and foundations. She is passionate about working in a continuous learning environment and helping others grow professionally. In her personal time, Trasha enjoys being with her family and volunteering with Top of the Lake Rotary. She lives in Charlotte, North Carolina.
