Fintech Impact

InvestorCOM with David Reeve | E193

Informações:

Sinopsis

On today’s episode, Jason is going to talk to David Reeve CEO of InvestorCOM. The company is a provider of regulatory compliance software and communications solutions for wealth managers, asset managers, and insurers in the financial services industry.  Episode Highlights:00.34: InvestorCom has been around for over 25 years. For the last decade, we have been working exclusively in the wealth management industry and specifically helping wealth firms deal with new regulations, says David.01.35: David says they managed documents for industries like wealth management and other financial services sectors that are very document heavy. The business really evolved from one of managing physical documents to digital documents and now software. 01.59: The western world of wealth compliance is all about disclosure, typically residing in documents.03.27: There has been a lot of regulatory change in the last couple of years US, Canada, around the world, and Australia for certain, and this has been