Remarkable Ventures’ Post

The Intapp DealCloud AI-powered platform centralizes your firm’s intelligence and transforms it into insights. The Drawdown reporter Nicholas Neveling explores how general partners can use these insights to boost portfolio company performance and better source and execute deals. https://hubs.li/Q02vHNkT0

This AdvisorHub article covers many of challenges our founder Mike Levine has worked with advisors on for years, and it's precisely why Leapyn Financial was created. The financial advisory industry is currently facing significant challenges in sustaining organic growth. According to recent studies, the growth rate for RIAs has dramatically dropped from 8.4% in 2021 to just 3.6% in 2022. This decline underscores the need for a more integrated and strategic approach to growth. At Leapyn Financial, we understand that the key to reigniting growth lies in harmonizing your marketing and sales functions. Disconnected systems and siloed data create friction and hinder your ability to efficiently prospect new clients and retain existing ones. Our innovative solutions bridge these gaps, ensuring seamless internal synchronization and paving the way for sustainable growth. 🔍 Tech-Enabled Growth: By leveraging cutting-edge technology, we empower your marketing and sales teams to act on data more effectively. Our advanced data analytics tools identify high-potential prospects and personalize marketing efforts, leading to higher engagement and conversion rates. 💡 Integrated Approach: We focus on aligning your processes and systems, resulting in efficiency improvements of 25% to 40% and an ROI increase of 20% to 40%. This integration allows advisors to concentrate on what they do best—building strong client relationships and providing exceptional financial advice. 📈 Future-Proof Your Practice: As the industry continues to evolve, investing in unified infrastructure and automation is crucial. Firms that successfully integrate their marketing and sales functions will gain a formidable competitive edge, ensuring sustainable expansion and resilience in an increasingly crowded field. #FinancialAdvisory #FinTech #WealthManagement #AI #RevOpsTech #Organic

This AdvisorHub article covers many of challenges I have worked with advisors on for years, and it's precisely why I started Leapyn Financial. The financial advisory industry is currently facing significant challenges in sustaining organic growth. According to recent studies, the growth rate for RIAs has dramatically dropped from 8.4% in 2021 to just 3.6% in 2022. This decline underscores the need for a more integrated and strategic approach to growth. At Leapyn Financial, we understand that the key to reigniting growth lies in harmonizing your marketing and sales functions. Disconnected systems and siloed data create friction and hinder your ability to efficiently prospect new clients and retain existing ones. Our innovative solutions bridge these gaps, ensuring seamless internal synchronization and paving the way for sustainable growth. 🔍 Tech-Enabled Growth: By leveraging cutting-edge technology, we empower your marketing and sales teams to act on data more effectively. Our advanced data analytics tools identify high-potential prospects and personalize marketing efforts, leading to higher engagement and conversion rates. 💡 Integrated Approach: We focus on aligning your processes and systems, resulting in efficiency improvements of 25% to 40% and an ROI increase of 20% to 40%. This integration allows advisors to concentrate on what they do best—building strong client relationships and providing exceptional financial advice. 📈 Future-Proof Your Practice: As the industry continues to evolve, investing in unified infrastructure and automation is crucial. Firms that successfully integrate their marketing and sales functions will gain a formidable competitive edge, ensuring sustainable expansion and resilience in an increasingly crowded field. Abby S., great minds think alike! #FinancialAdvisory #FinTech #WealthManagement #AI #RevOpsTech #OrganicGrowth #LeapynFinancial

How to leverage the 80/20 rule for #Martech efficiency and ROI https://lnkd.in/gsJXQsa4

Hear hear! Tim's quote in this graphic is perfect - "don't be afraid of AI tools" - this cannot be emphasized enough. I recommend EVERYONE, from my parents to kids to peers, use AI every day. Tools like ChatGPT should replace google and alexa/siri for anything more complex than "what time is it." Once you become comfortable with AI in lower stakes environment (discuss your summer vacation with ChatGPT) then you can appreciate and embrace AI in your day-to-day work environment.

Find the right metrics and go after them even if they do not make you popular. Building a business is about making lasting impact and money, the wrong metrics won't give you all of these Join our next free event with Onyeka here : https://lnkd.in/eEWbN_dJ

New Post: Want to Be Better at Decision Making? Here are 5 Steps to Better Data-Driven Business Decisions - https://lnkd.in/gFqqw8fp - You often hear entrepreneurs say, "We don't know what we don't know," when talking about deficiencies in data gathering. But when you have data in silos, it's more a case of "We don't know what we DO know." - #news #business #world -------------------------------------------------- Download: Stupid Simple CMS - https://lnkd.in/g4y9XFgR -------------------------------------------------- or download at SourceForge - https://lnkd.in/gNqB7dnp

"A few years ago, I published a post on how we make decisions and vote at NextView. When we record our votes, we also score each company based on five attributes: 1. Team 👥 2. 10X Better, Faster, Cheaper / Accumulating Returns to Scale 📈 3. PMF Risk 🎲 4. Market 🧺" Full blog post from NextView Partner Rob Go here: https://lnkd.in/d3sJyHbx

🚀 Unlocking Future Profitability Whitepaper: Dive deep into the future of operating margins in our industry as Senior Professional Services Consultant, Jonathan Holland, engages in a thought-provoking examination of the industry’s profitability challenges with Aiviq’s Head of Product, Luke Tones and Alpha FMC's Director, Richard Lavelle. "A New Emphasis on Fund and Client Profitability in Investment Management" explores why the industry is strategically assembling the building blocks for firm-wide profitability modelling and how managers are integrating scenario planning into critical business processes. An insightful read with a critical overview of the client and fund factors impacting cost allocation models nowadays. Delve into a deep analysis of the most significant data challenges complicating profitability forecasting and witness firsthand how Aiviq’s global AUM platform has saved an FP&A team over $150k in setup costs. Download Aiviq’s Profitability Whitepaper now and discover how peers are using client and fund profitability insights to drive strategy. 👉 https://lnkd.in/eH58z5Ma  #Aiviq #InvestmentManagement #ProfitabilityWhitepaper #FinancialInsights

Check out the latest from me and Luke Tones as we discuss, interrogate and rationalise current profitability trends in investment management. #assetmanagement #profitability