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interVal™ Insights

A New Way of Interacting

January 8, 2021

As financial professionals, we watched as 2020 quickly carved an entirely new business environment, creating an incredible new set of challenges and opportunities in our ...

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Pushing Tech Across the Aisle

December 24, 2020

In our last post, we talked about advances in fintech that have empowered financial professionals to be more accurate, efficient, and informed, which facilitates better ...

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Fintech – your old forgotten friend

December 8, 2020

Financial technology, or fintech, is nothing new. For decades, financial professionals have become progressively reliant on advances in software and other technologies to streamline our ...

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Gen Z is coming – are you ready for change?

November 12, 2020

We’ve all read countless blog posts, articles, and other content over the last decade talking about Millennials in the workforce, and how they’ve helped change ...

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Fighting the commoditization of advice

October 30, 2020

It’s been a tumultuous year. Business owners are hyper-focused on monitoring their company’s health, knowing that keeping up to date on their resource management, payroll, ...

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More Value. More Clients. Less Time.

October 9, 2020

For decades, financial professionals have been working to integrate new technologies into their operations. Unsurprisingly, the global pandemic sped this process up for many advisors. ...

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Stop. Look. Listen.

September 24, 2020

In uncertain economic times, people tend to do one of two things: freeze (and panic), or act without thinking, because they feel the need to ...

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Turning Adversaries into Allies

September 9, 2020

Whether you’re a scaling technology company like us, or financial institution like our customers, we all have to work to earn the trust of prospective ...

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Efficiency Through Automation

August 12, 2020

Business owners hire advisors to offer timely, data-driven advice that will help solve challenges the company is facing. Advisors (i.e., banks, accountants, wealth advisors) need ...

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