Fintech Impact

In today’s episode, Jason interviews Rick Burgess, CEO of Forms Logic. They delve into the origin of Forms Logic, a platform designed to streamline data collection and form processing for financial advisors. Rick explains the challenges firms face with legacy systems and the inefficiencies that arise from inconsistent data management. They explore the potential improvements in client onboarding, data handling, and operational efficiency that Forms Logic aims to address. The conversation also touches on broader issues in financial services, such as the difficulties in achieving industry-wide data standardization and optimizing processes for better client experiences.Key Highlights:00:11: Introduction to the podcast and overview of Forms Logic's purpose in the financial advisory sector.00:53:Rick Burgess presents a concise elevator pitch for Forms Logic.01:37: Discussion on Forms Logic's origins and how it evolved from solving internal inefficiencies.02:21: Challenges in financial service onboarding due to dive