Podcast

Ep 172: Bridging Fintech and Marketing to Guide a Powerful Client Engagement with Diana Cabrices

- Matt Reiner

In this episode of Bridging the Gap, Matt Reiner welcomes brand evangelist Diana Cabrices to explore the intersection of fintech and branding in the financial industry. Diana recounts her journey from teaching English in Europe to becoming a fintech marketing expert, emphasizing the importance of emotionally accessible marketing. She explains that a brand extends beyond logos and websites, encompassing every client interaction, whether online or in-person, to foster deeper connections.

Diana addresses the challenges fintech companies face in engaging advisors, highlighting the competitive and budget-constrained landscape of the wealth tech industry. She advises fintech firms to establish themselves as reputable sources by creating their own media and delivering educational, powerful content. Additionally, she stresses the importance of learning from successful advisors and their technology strategies, ensuring a well-mapped customer journey for effective tech integration.

As the episode concludes, Matt and Diana discuss the future of wealth tech, touching on data ownership and the integration of various tech solutions. Diana offers practical advice for advisors: identify problems within current processes before seeking tech solutions, focus on creating an exceptional client experience at every touchpoint, and collaborate with tech vendors for intentional and effective data integration. These insights provide actionable steps for advisors to elevate their practices through strategic technology use and personal branding.

Timestamps From This Episode
 
[17:10] Exceptional client experience across all touchpoints is crucial for success. From the initial website visit to the interaction with the team, a seamless and personalized experience is essential. This includes understanding the client’s needs, offering a welcoming environment, and providing consistent service throughout the entire journey.
 
[22:20] Integrating technology tools for advisors presents a challenge, as there are numerous options available, but seamless integration and coordination between these tools can be complex and confusing. Advisors may find the process overwhelming and opt out due to the confusion and complications involved.
 
[30:57] Wealth tech integrations pose challenges, unsure of future consolidation. Learn from peers’ tools and focus on marketing for success in fintech wealth tech.
 
[35:22] Tech companies want to gather data to track the success of their tools and services, but face challenges as the process often relies on self-reporting by advisors and lacks automated platforms for data collection.
 
[43:26] Identify your distinct traits to boost success. Stand out by showcasing your unique characteristics.
 

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Subscribe, rate, and review Bridging The Gap here.   About the Show

Bridging the Gap is a financial 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.

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Host

Matt Reiner, CFA, CFP®

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.
Guest

Diana Cabrices, THE WEALTHTECH GROWTH EXPERT

I’m Diana Cabrices, and I’ve spent my entire career feverishly maximizing the enterprise value of startup wealthtech companies on a mission to make the lives of financial advisors easier.

Throughout my wealthtech journey, I’ve represented brands with solutions spanning the advisor tech gamut, including marketing, branding, recruiting, M&A, succession planning, small business benefits, and more.

I’ve held roles in sales, partnerships, marketing, enterprise development, consulting, and customer success, allowing me to gain a well-rounded understanding of wealthtech growth needs from a widened growth lens.

Most recently, I helped 10x recurring revenue in 3 years at Snappy Kraken, an award-winning martech platform built exclusively for advisors.

I entered the industry in 2017 with a foundation of over 15 years of passionate selling. Since then, I’ve flown all around the country speaking on hundreds of advisor webinars and on dozens of industry stages. I’ve witnessed the power of brand evangelism first-hand, and the fruit that it bears as wealthtech companies place dynamic humans at the forefront of all they do.

Fast-forward to today, I’ve introduced a first-of-its-kind industry growth offering with the launch of my company, Diana Cabrices Consulting. As a fractional Chief Evangelist, my talent isn’t limited to a single company, which allows me to make a greater impact on the industry as a whole.

Most importantly, I’m able to drive real value for tech companies while doing what I love the most — being an effective evangelist advisors enjoy hearing from.