Fintech Impact

Jason talks to Zach Conway, co-founder and CEO of Seeds. It is a platform that allows advisers to better assess investors and personalize their portfolios in order to create a better engagement with them. Zach highlights the traditional mechanical investing process with Seeds' approach, which aims to make investing more meaningful and engaging for both the investor and the advisor.Episode Highlights 02:07: Zach stresses the importance of understanding your client deeply. By asking the right questions, one can understand their needs, desires, and values. This is essential for delivering a personalized experience.05:13: Zach emphasizes the difference in their approach. Instead of explaining the money management strategy, they take clients through a digital assessment to unpack their personal investment mindset and behaviors.08:19: Zach speaks about side-by-side analysis of the current and proposed portfolios. He highlights the platform's capabilities, from portfolio construction to implementation and manag