On The Circuit, Episode 8: Anand Sheth and Scott Scherr

This week, Three Crowns CEO Johnny Sandquist talks all things fintech with two new guests. Anand Sheth, CEO & Founder of Pulse 360, explores how tech can improve meeting experiences for both advisors and their clients. Our second guest, Scott Scherr, is Managing Director of Trading at FlyerFT. Listen in as Scherr shares how his company can help advisors optimize risk management and trade execution. 

Anand Sheth and Scott Scherr know that so much of advisor tech solutions focus on getting more of those sweet meetings. Firms invest in marketing, spend time following up with prospects and generally invest a good chunk of change into getting their advisors in front of real people.

But what happens when advisors are actually in those meetings? Pulse360 is focusing in on those moments with revolutionary solutions.

Anand Sheth, CEO & Founder of Pulse 360, explains, “Meetings are at the heart of every practice and just like a heart needs a consistent blood flow, if you don’t have meeting prep and meeting follow up running efficiently and streamlined, you’re going to choke up your practice. And so that’s where we decided to focus and help advisors with a tool where you can streamline your entire meeting process.”

Our second guest in this week’s episode is Scott Scherr, Managing Director of Trading at FlyerFT. Scherr explains how they provide a trading front end or order management system (OMS) to manage trades and construct trades more easily.

With an open API solution like Flyer, advisors can expect increased efficiency, auditability and compliance. The OMS also offers extra functionality, such as trading at a household level, which is advantageous as it allows advisors to trade multiple accounts within a family and achieve greater tax efficiency.

Whether you’re restructuring your tech stack or adding new tech tools from the ground up, this week’s episode offers great insight into how your firm can leverage tech to create better experiences.

KEY TAKEAWAYS

1. So much advisor tech pushes to get advisors in front of clients – but then what? Pulse360 has created a solution that streamlines and simplifies client and prospect meetings in one easy-to-use platform.

2. AI is on the rise – and fintech creators are taking notice. How can firms expect AI to change their operations in the near future?

3. Beyond increased efficiency, open API solutions like FlyerFT also provide better risk management through holistic and transparent client overviews.

KEY TIMESTAMPS AND TOPICS

• [2:06] What’s the biggest bottleneck to advisor meetings and how is Pulse360 answering the call?

• [6:39] How Pulse360 works

• [10:08] What is Flyer Financial Technologies and what does it do?

• [14:07] Why do advisors need a dedicated OMS in their tech stack?

RELEVANT LINKS

Want to connect with Anand Sheth and Scott Scherr outside of the recording room? Check out these links to get started.

1. Pulse360

2. Flyer Financial Technologies

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About the Podcast Station Sponsor: Halo Investing

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, Halo is democratizing access to investment solutions that were previously unavailable to most investors.

Halo’s two-sided marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.

Halo is on a mission to change the world of investing by democratizing access to protective investment solutions through transparency and efficiency with the help of technology.

Important Disclosures: https://haloinvesting.com/disclaimer/.