Episode Number: 41

Bridging The Gap Episode 41 with Matt Reiner

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Bridging The Gap Episode 41 with Matt Reiner

February 23, 2021 - Matt Reiner

About the Show

Bridging the Gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

About the Topic

One of the best ways to deliver a personalized experience: Client Segmentation. In this episode of Bridging The Gap, Matt Reiner explains the “creepy” factor in today’s digital advertising and how it can effectively lead to personalized experiences. Creepiness aside, when we adapt this approach into our practices, it leads to relevant, meaningful, and relatable information shared with our clients. It puts us in a position to deliver the most value and deliver on the expectations our clients have of us.

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Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

HOST

I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.