 |
Swift Chats in the Financial Services IndustryAuthor: Impact Communications, Inc.
Welcome to "Swift Chats" in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and "fintech" companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations. Learn more at https://www.ImpactCommunications.org Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
T3 Hot & Happening 2026 – Part 1: Building Smarter Advisor Relationships with Maximizer
Episode 93
Tuesday, 7 April, 2026
The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't-miss conversations on the latest wealthtech trends, the Hot & Happening Podcast series captured the energy and insights from this year's conference. In part one of this three-part special series, Shawna Ohm of Content 151 sat down with Alex Ackermans, Vice President of Product & Engineering at Maximizer, who was the sponsor of the T3 Podcast Station at the 2026 T3 Conference. Their discussion explores how Maximizer's CRM and AI-powered IQ Boost tool are helping advisors streamline workflows, unify data, and strengthen client relationships in an increasingly AI-driven industry. They also discuss how advisors can use technology more effectively without losing the relationship-centered value that defines great advice. Stay tuned for Part 2 with even more great conversations!
