Fynancial with Tom Fields | E426

Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients.The discussion covers how Fynancial integrates with existing CRMs and planning tools to automate workflows—like "next-best-action" tasks—while ensuring all communications are archived for compliance. By centralizing the client experience, firms are seeing higher satisfaction, easier referrals, and a more modern brand presence.This episode is a must-listen for advisors looking to strengthen client loyalty and modernize their practice through a dedicated mobile experience.Episode Highlights:00:00 Welcome and Guest Intro00:49 What Fynancial Does01:24 Why Advisors Need Phone Real Estate02:14 Origin Story Fired Client05:01 Building the Advisor App06:25 Client Engagement Push Notifications09:44 Compliance and Secure Messaging12:03 Success Stories Growth Referrals16:25 Future Roadmap AI Next Best Action19:20 Rapid Fire Closing Questions23:41 Wrap Up and Sponsor OutroResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorFynancialLinkedIn - Tom Fields’ LinkedIn Hosted on Acast. See acast.com/privacy for more information.