May 12th, 2019 | 11 mins 28 secs
apps, budgeting apps, finance, financial apps, financial technology, fintech, retirement planning, savings apps, savings goals, spending apps, technology
In this podcast, Alex Rupert with Sequoia Financial Group, will be discussing “Finance Apps”, also known as “Fintech” and how they can be used to compliment a financial plan. From becoming more educated with finance to utilizing specific applications for specific goals – we will be touching on different aspects in which you can become involved with fintech.
November 12th, 2018 | 9 mins 10 secs
client service, eblast, finance, financial advisor, financial plan, pardot, salesforce, technology
Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us enhance our client experience.