Osaic Technology Podcast

Technology Solutions Consultant Aida Dillman from Osaic talks about the powerful tool ClickUp. Hear about how this productivity management tool can help improve your task workflows, integrations and marketing campaigns...

The impact of artificial intelligence in the finance industry continues to pick up speed. Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change...

Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the...

Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark...

Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear...

Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your...

Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic. Also in this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for...

Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial...

Jump AI has announced a recent partnership with Osaic, and now is the time to get going with introducing artificial intelligence into your financial practice. Our special guest, The Head of Sales Tobin Bennion from Jump...

Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as...

Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss...

Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how...

Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives...

Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, and AI (artificial...

Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM...

Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance...

Listen as Technology Solutions Consultant Eric Baumgardner shares strategies on how to introduce technology to your clients. Hear how to create an "inner script" while identifying pain points. Eric also shares excellent...

Technology Solutions expert Mark Matheny talks through a wide spectrum of all of the technologies that a financial advisor should be considering for their business. Mark shares insight into integrations, file-sharing...

Technology Solutions expert Mark Matheny from Osaic talks about the importance of using a CRM, and how to select one that will fit your business. Listen as Mark discusses topics such as scalability, support teams...

Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over...

Technology Solutions Consultant Aida Dillman describes the importance of using digital signatures for an optimal client experience. eSignature increases efficiency, accuracy, and timing. Hear how eSignature can impact...

Technology Solutions Consultant Eric Baumgardner talks about the critical aspects to hardware requirements for your computer needs as a financial professional. Eric will discuss vulnerabilities, upgrading your current...

Technology Solutions Consultant Aida Dillman talks about the effective ways to initiate working remotely. Using proper software and maintaining proper security standards, remote office setups can actually introduce new...

Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved...

The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of...