In this episode, Hall interviews Felipe Luna, CEO of Omniscient. Omniscient is a fintech data analytics and software development firm and developer of the fast-growing Omniscient CRM platform.
Felipe talks about his start in retail financial services and financial advising, and how he moved into the wealth tech space through the development of Omniscient CRM. He explains the focus of wealth tech, the direction the sector is evolving, and how it fits within the broader fintech space. In addition, Felipe reviews some of the major players in the sector, and where he thinks the best opportunities and returns will be. He also focuses on some of the challenges, from legacy software and databases to cybersecurity. Finally, Felipe and Hall discuss the future of the wealth tech space and some of the transformation we can expect to take place there.
You can find Omniscient at omniscientcrm.com/
Felipe can be reached on LinkedIn at linkedin.com/in/felipeluna/
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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.