Parashar

Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference

Retrieved on: 
Monday, January 22, 2024
Software, Accounting, Professional Services, Fintech, Data Management, Technology, Asset Management, Artificial Intelligence, Digital Marketing, Marketing, Communications, Finance, Table, Robo-advisor, Bloomberg, BlackRock, Microsoft PowerPoint, Intelligence, AI, Risk, Cosmopolitan Hotel, GAI, Microsoft Excel, Parashar, Acquisition, Conference, EVP, Sales

Journalists and financial advisors attending T3 are invited to stroll down the “emerging technology aisle” and see for themselves how Powder is transforming client engagement and client experience for Powder’s early adopters.

Key Points: 
  • Journalists and financial advisors attending T3 are invited to stroll down the “emerging technology aisle” and see for themselves how Powder is transforming client engagement and client experience for Powder’s early adopters.
  • “I’m incredibly excited about what Powder is delivering,” said Jon Xu, product builder and investor in Powder.
  • Xu is known in the T3 community and independent investment advisory world as co-founder of a venture-backed Robo-Advisor startup called FutureAdvisor that was ultimately acquired by BlackRock.
  • In addition to helping advisors obtain new clients, Powder’s capabilities are an important tool in servicing new and existing clients.

Introducing Powder -- The Generative AI Co-Pilot for Wealth Advisors That Streamlines Manual Sales Process To Deliver Immediate Value For Prospective Clients

Retrieved on: 
Tuesday, November 14, 2023
Acquisition, Risk, LOS, BlackRock, Parashar, AI, API, Cryptocurrency, Financial services, Addepar, Powder, Webflow

LOS ALTOS, Calif., Nov. 14, 2023 /PRNewswire/ -- Powder, the AI co-pilot that helps wealth advisors develop a clear implementation plan to win clients faster, today announced its public launch and pre-seed funding led by Elefund, with additional participation from Laks Srini (former co-founder and CTO of Zenefits), Bryant Chou (co-founder of Webflow), Jon Xu (former co-founder and CTO of FutureAdvisor, acquired by Blackrock), David Meister (Head of Enterprise Sales at Addepar), and others.

Key Points: 
  • This results in a long, confusing sales process that has little transparency and leaves prospective clients unclear on the value the advisor is able to provide.
  • Powder democratizes access to wealth by simply and effectively demonstrating an advisor's value by removing archaic processes that reduce the sales process from months to weeks.
  • Powder serves as a sales co-pilot for wealth advisors that efficiently gathers portfolio data, builds portfolios, creates tax and estate models and facilitates the laborious onboarding paperwork when the advisor wins the client's business.
  • "Wealth advisors deal with high customer acquisition costs and manual labor, which is pretty amazing given how much money they are managing.

Comviva steps up investment in Western Markets for accelerating growth

Retrieved on: 
Monday, April 3, 2023
Customer success, Harman International, Martech, Fintech, Parashar, Vineeth, Comviva, Partner, Center of excellence, CISCO, CSM, Growth, Accenture, Airline, Syniverse

NEW DELHI, April 3, 2023 /PRNewswire/ -- Comviva, the global leader in customer experience and data monetization solutions, today announced the appointment of key executives for accelerating growth.

Key Points: 
  • NEW DELHI, April 3, 2023 /PRNewswire/ -- Comviva, the global leader in customer experience and data monetization solutions, today announced the appointment of key executives for accelerating growth.
  • The new leaders will specifically aim to support Comviva's strategic vision based on new market expansion and deeper client relationships in an accelerating digital economy.
  • Paul Barowsky has assumed the newly created role of Chief Growth Officer with the primary responsibility for driving expansion in North America and European markets.
  • The Netherlands center shall be the delivery hub for European markets further scaling digital capabilities around the portfolio of FinTech, MarTech and DigiTech solutions.

Comviva steps up investment in Western Markets for accelerating growth

Retrieved on: 
Monday, April 3, 2023
Customer success, Harman International, Martech, Fintech, Parashar, Vineeth, Comviva, Partner, Center of excellence, CISCO, CSM, Growth, Accenture, Airline, Syniverse

NEW DELHI, April 3, 2023 /PRNewswire/ -- Comviva, the global leader in customer experience and data monetization solutions, today announced the appointment of key executives for accelerating growth.

Key Points: 
  • NEW DELHI, April 3, 2023 /PRNewswire/ -- Comviva, the global leader in customer experience and data monetization solutions, today announced the appointment of key executives for accelerating growth.
  • The new leaders will specifically aim to support Comviva's strategic vision based on new market expansion and deeper client relationships in an accelerating digital economy.
  • Paul Barowsky has assumed the newly created role of Chief Growth Officer with the primary responsibility for driving expansion in North America and European markets.
  • The Netherlands center shall be the delivery hub for European markets further scaling digital capabilities around the portfolio of FinTech, MarTech and DigiTech solutions.