Fintech Impact

Jason talks to Chris Shuba, Founder and CEO of Helios Quantitative. It is an "in-source CIO," offering a unique solution for financial institutions. They provide all the functions of an investment department without the associated costs and hassles. Helios Quantitative simplifies and streamlines the operations of an advisory practice.Episode Highlights 01.52: Chris notes that while models were initially a primary focus, Helios has expanded its services and technology to become an all-encompassing in-source CIO, moving beyond a sole emphasis on modelling.02.23: Chris outlines the core goals of most advisors, which include looking impressive to clients, spending more time on their strengths, achieving scalability, and ultimately being profitable.09.42: Jason emphasizes that Helios Quantitative covers the entire vertical funnel for advisors, from ideation to implementation to communication and maintenance, providing a comprehensive value proposition throughout the process.11.47: Chris mentions their prefere