PureFacts Financial Solutions

We are excited to announce our participation in the Canadian Lounge at Future Proof Festival in Huntington Beach this September 14-18 with Q Wealth Partners! Bring your tiki torches and join us in the lounge to hear about our End-to-End Revenue Management platform over some cocktails, snacks and some soon to be announced fun activities!   With an anticipated 4,500+ attendees, Future Proof is one of the largest wealth management events in the world held outdoors. https://lnkd.in/g27XA5mX   #FutureProof #CanadianLounge #PureFacts #wealthmanagement

PureFacts are proud co-organizers of the annual SWISS FUND DAY taking place on September 10th in Aura, Zurich! This year’s panelist line-up includes Karsten Illy Prof. Dr. rer. nat. Ladan Pooyan-Weihs Benjamin Jonen Andrea Gentilini Kevin Schawinski. Join us as we explore how AI is revolutionizing the asset management landscape! https://lnkd.in/ez_3uMSW #assetmanagement #swissfundday #AI #Aura

As the initial skepticism around AI diminishes, many leaders in wealth management are now experimenting with popular AI tools or developing their own solutions in-house -- a trend we've embraced. Chief Product Officer Jeff Marsden says that our use of AI enriched business tools such as Microsoft Copilot have provided significant leverage across the organization, particularly in organizing & summarizing information and refining communication. Our team has even built out a new tool with the help of Microsoft to assist in conducting extensive research, marketing efforts and ideation. To learn more about some of the leading AI tools in the wealth management space, read here from Rachel Witkowski for Financial Planning:

No one wants to leave revenue on the table, but according to our chief product officer, Jeff Marsden, there's billions of dollars of revenue optimization opportunity open for most firms.    Our platform can help unlock this missed value, and optimize the revenue cycle by:   🫱🏻🫲🏼Addressing growth friction 🏢Enhancing operational efficiency 📈Increasing pricing effectiveness and more   To learn more from Jeff on how we are effectively optimizing the revenue lifecycle for businesses, read Craig Iskowitz's latest blog for WealthTech Today: 

Wonderful summary of the BNY Pershing #iNSITE24 conference by Craig Iskowitz. Absolutely worth your time. Loads of ideas you fuel your firm's success. #wealthtech #wealthmanagement #revenuemanagement

Excited to share that PureFacts has been selected to the AIFintech100 list for 2024! Harnessing the accelerant value of AI is a must for every financial services firm. Let's talk. #aifintech100 #Innovation #ai #fintech

See you in 16 weeks Paris! PureFacts will be taking part in the 15th edition of AM TECH DAY, the flagship event for technological innovations in the European Asset Management market to be held at Palais Brongniart in Paris on October 8th 2024. #AMTECHDAY #assetmanagement

Another exciting partnership!   Our mission to bring End-to-End Revenue Management to US Wealth Managers continues! Another big step towards that goal.   Through this partnership and integration we are bringing fee billing at scale to firms using the Vestmark Portfolio Management Platform, helping those firms and their financial advisors to excel.   Stay tuned for more updates as we embark on this journey with our friends at Vestmark! #portfoliomanagement #revenuemanagement #WealthManagement #wealthtech

#INSITE24 Day 2. Join Julie Littlechild for office hours at the PureFacts booth (#617) from 11:30-12:30 Wednesday. Don’t miss the opportunity to talk all things client engagement (or if you missed her terrific session on Day 1). Because #Engagement is #RevenueManagement.

All set up and excited for day 1 at BNY Mellon | Pershing #iNSITE24! Drop by booth 617 to hear all about our End-to-End Revenue Management Platform! #wealthtech #purerewards #purefacts #nashville