Apex Fintech Solutions

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On the 7th day of the Sync NI's Tech Top 50 Newsmakers, we're showcasing another set of leaders! Aflac | Apex Fintech Solutions | Connected Health | Plugable | The Software Alliance https://bit.ly/4850agg

We are excited to share our latest collaboration with RightCapital a leader in financial planning software for advisors. This new integration marks a pivotal step in our ongoing efforts to streamline and enhance the efficiency of financial advisory services for our clients.

With this integration, advisors can now import position-level account data from Apex directly into RightCapital. Once synced, the client account data will be accessible within RightCapital's Net Worth tab and will be updated daily. This integration not only helps simplify the workflow for advisors, it also enhances their ability to provide comprehensive financial planning services to their clients.

Olivia Eisinger, the General Manager of Apex Advisor Solutions, expresses our enthusiasm for this collaboration. “We believe the ability for advisors to spend more time planning with clients instead of focusing on manual data entry will result in stronger relationships, greater potential for growth, and increased efficiency.”

We invite interested parties to learn more about the benefits of this integration by joining our upcoming live demo with RightCapital on December 15, 2023. This event is an excellent opportunity for current and prospective users to gain insights into how this new technology can enhance their advisory services.

Register here: https://register.gotowebinar.com/register/1825835150600968790

Checkout our our hottest jobs 🔥

Senior Product Manager (Client Experience): https://lnkd.in/gP7FpBr5
Staff Technical Writer: https://lnkd.in/eXEy76PT
Tax Operations Analyst: https://lnkd.in/eFSYeYF8
Advisory Service Lead: https://lnkd.in/g6yU5zvp
Senior Software Engineer (Front-End): https://lnkd.in/e8auxySj
Manager, Information Security: https://lnkd.in/gPD852bi

Exciting news, we have officially launched , our internal AI-powered chatbot designed to revolutionize the way our team interacts with information. Integrated seamlessly into Slack, AskApex is here to help streamline employee questions by providing instant answers to internal queries and access to documents at lightning speed.

Say goodbye to time-consuming searches and hello to productivity! With AskApex, our employees are experiencing firsthand the innovative power of generative AI, setting the stage for a wave of AI enhancements across our enterprise.

CTO Andrew Lientz says, "We're not just talking AI; we're living it." At Apex, innovation isn't just a buzzword—it's our culture. And this is just the beginning, as we continue to develop AI tools that not only transform our internal processes but will eventually redefine the digital wealth management experience for our clients.

A big shout-out to the Apex team, who built AskApex for their fellow colleagues, showcasing our commitment to empowerment and innovation. And a special thank you to Oscar Sessions, Brent McManus, Omar A., David Huang and Dan Williams who helped bring AskApex to life.

Here's to making each employee's day more efficient and letting our fintech family focus on what truly matters - creating value for our clients.

Read more: https://bit.ly/47vpOuF