Let’s discuss how the changing wealth environment is impacting the traditional offerings for community financial institutions. We will look at what happened and how disrupters impacted the cable industry and review the similarities within the financial industry. Good news there is much to learn and also take action.
With over 25 years of experience in the fintech and financial industry, Laura is passionate about helping all find financial freedom. Having been in multiple positions throughout the years, she thinks partnerships and data are the keys. Laura started in community banking and went onto to run a $75M commercial bank in Chicago. She also held her insurance Series 6 and 63 licenses as well as being ACAMS certified. She transitioned to technology about 20 years ago and most recently joined Goalsetter as their VP of Sales and Client Solutions. She loves seeing how technology can support financial institutions service and build relationships for the next generation.