WealthTech Today Podcast: Talking Digital Transformation with CEO Joe Mrak

It’s a new year and the perfect opportunity to get some ideas and inspiration from the WealthTech Today’s podcast, which focuses on news, analysis, trends and best practices in wealth management technology. Hosted by Craig Iskowitz , a leading fintech consultant to banks, broker/dealers, RIAs and asset managers, we’re pleased to share their new episode featuring our CEO Joseph Mrak that focuses on the digital transformation in philanthropy.

In This Episode

You’ll learn answers to the following questions:

• What is Foundation Source?
• What trends are driving the automation of philanthropy?
• Will we see more integration of philanthropy in differential planning?
• What is on Foundation Source’s 2025 roadmap?

Craig and Joe also delve into important and timely topics including:

• Career evolution and tech experience
• Foundation Source technology and philanthropy automation
• Next-generation engagement and workplace giving
• Strategic acquisitions and future growth

Listen now on Spotify, Apple or by clicking here.

Looking to grow your practice this year?

Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.