Vectr Fintech Partners

Last week, we covered the first of six themes for our AI Tech Map, Marketing and Content Creation tools. This week, we move to theme 2: Segmentation and Lead Optimization solutions. These tools are specialized to help advisors focus their efforts on the clients and leads with the highest value, preventing wasted time Discover how AI can revolutionize your client focus and prospecting efforts: - Find high-value leads that meet your conversion criteria with tools like Aidentified, Inc. and Catchlight. - Enhance client support through AI-powered alerts, segmentation, and chatbots. - Automate tasks and get next-best-action suggestions with platforms like CogniCor Technologies and Responsive AI. Our co-founder, Gabe Rissman, has heard this concern from advisors at every conference and industry event he's attended. That's why he's created a free resource: a curated AI Tech Map covering 6 primary use cases for advisor tech. Explore the YourStake Advisor AI Tech Map spotlight below or visit the full map here to view more companies: https://lnkd.in/eqB4hNqB We are also rolling out a newsletter exclusively on AI Solutions, so be sure to sign-up to join it on the page above. #FinancialAdvisors #AIRIA #AdvisorTech #YourStake

#Financialadvisors can lean on #artificialintelligence for at least six aspects in their everyday work. Find out how productivity can be significantly improved with novel tools and solutions beyond ChatGPT and Anthropic from this invaluable tech map curated by YourStake’s Gabe Rissman: https://lnkd.in/dd5QqjGq Rest assured, platforms claiming #AI capabilities without true substance and those merely integrating a pre-trained language model like GPT-4 are filtered out! #machinelearning #advisortech #fintech

“It’s Me. Not you.” 🤔 At a panel discussion on #startup #fundraising held by ThriveHI, a non-profit field catalyst for Hawaii’s tech economy and innovations, our managing partner Mark Munoz helped local entrepreneurs and students understand why raising capital from VCs requires more than just a path to profitability, a capable management team and an innovative product-market fit on the pitching company's end. Other considerations include: 1.     A VC’s Fund Life. 🌱 Where the VC fund is in its life cycle determines its ability to deploy capital. Is it in the investment period where it is actively scouting for promising companies? Has its priority shifted to helping its portfolio companies grow through follow-on investments? Is it in the final phase where the focus is on harvesting returns and realizing the value of its investments? Obviously, a VC is more likely to write a cheque if it’s in a relatively early stage of its cycle. 2.    VC Math. ⚖ The interrelationship between valuation, ownership and returns varies among different VCs. That said, VC investors typically aim for a 10X+ return on individual investments to achieve a 3X return or better across their portfolios. Does your company’s valuation justify the ownership stake they can acquire and account for the risk of dilution as it continues to raise money? Your company may be worth the valuation, but it might also be too expensive for the fund. 3.    Thesis Fit. 🎯 Are you innovating in a sector where the VC can invest AND add value? Some VCs have specific focus, be it on sectors or company types. Make sure your company is aligned with their thesis. More importantly, it should be in an area where the VC can provide support beyond financial ammunition such as network access, operational expertise, and corporate governance. These are just some of the reasons why you may have a winning company, and yet, getting a “pass” from your VC counterparts. The saying is true: It’s me. Not you. 🙄 Shout out to Johnny Chankhamany from Builders VC, Chenoa Farnsworth from BlueStartup, Joey Katzen from Hawaii Angels and Trung Lam from ThriveHI for sparking a lively discussion. 🤙 #entrepreneurship #venturecapital #angelinvesting

Which #AI companies should be on the radar of EACH AND EVERY financial institution, especially for those looking to level up their #digitaltransformation strategies? Among the top 100 counts Accern – according to #AIFinTech100 2024, the latest ranking compiled by FinTech Global, a London-based market intelligence provider. “Accern classifies and sends only relevant content to LLMs to boost accuracy and cut costs by 80%,” notes FinTech Global’s report. It highlights that the New York-based no-code NLP platform significantly helps reduce “hallucinations” in clients’ #LLM queries, thanks to its effective content classification and capability to segment #data into digestible and cost-effective “signal chunks”. From over 2,000 entries, the AIFinTech100 list identifies the world’s top 100 AI pioneers that are transforming #financialservices of all kinds. Their respective industry impact, growth metrics, innovativeness and benefits to clients are factored into the consideration. Truly impressed with Accern’s inclusion into the global ranking!! 👍 Access Accern’s profile and the full list: https://lnkd.in/d26BgRTS #fintech #naturallanguageprocessing

Congratulations to Hello Clever on achieving another "first" in Australia: Offering instant cashback to consumers at brick-and-mortar stores! On the back of its partnership with Tyro Payments, which services over 68,500 merchants across Australia with its EFTPOS terminals, Hello Clever is enabling consumers to unlock their savings or redeem rewards within seconds even as they shop offline. To consumers, that means no more waiting for up to 90 days or a few billing cycles to get their money back. To merchants, that means greater, faster sales generation compared to conventional loyalty programs. Kudos to the Hello Clever team and Tyro for creating a remarkable win-for all solution! #payments #fintech #innovation

Imagine receiving real-time financial analysis of your investment based on photos or image scans of your account or brokerage statement. Nothing else is needed! Thanks to YourStake and Apex Fintech Solutions, the APIs that enable this functionality are now available to #fintech platforms and investment advisors. Developers can leverage this tool through a single, simple endpoint without worrying about document types, OCR/ML pipelines, LLM hallucinations, or building out support for obscure financial institutions. We look forward to many more AI-powered offerings to be rolled out from this partnership. Truly proud of your work on making the future of #wealthmanagement frictionless, Gabe Rissman, Patrick Reed and the YourStake team! 👍 #artificialintelligence #innovation

We had a blast last night! 🍾 Thank you to everyone who joined our Summer Social in Singapore. Your presence made this event an absolute success! It is deeply moving to see the energy and dynamism at this mixer because it is a testament to the tremendous growth of the #fintech ecosystem in Asia-Pacific. 10 years ago, when we were launched, there were only a handful of fintech startups in this part of the world. Today, some of them are an integral part of how financial services are delivered and consumed daily, while new pioneers are developing even more sophisticated technologies to create step-changes in the future of finances. It reminds us why investing in APAC is such a fruitful journey. We can’t wait to be involved in the next chapter of growth, where category leaders expand their reach beyond their shores. Last but not least -- A big thank you to our co-hosts Cento Ventures, Illuminate Financial, QED Investors and Tenity! Truly appreciate your efforts in bringing this wonderful event to life! 🙏 #startup #entrepreneur #venturecapital #singaporefintechsummersocial

Honored to be co-hosting this intimate gathering of friends from across the SEA venture and entrepreneurial ecosystem. This is a continuation of our commitment to supporting innovation, job creation and entrepreneurship.

🥂 We are super excited to co-host the #SingaporeFintechSummerSocial on June 5th, 2024 (Wed) 7pm alongside Cento Ventures, Illuminate Financial, QED Investors and Tenity! ⛳ Looking forward to bringing excellent networking opportunities (over virtual golfing fun) to our guests at this unique mixer dedicated to the growing #fintech community across #AsiaPacific. #startup #entrepreneur #venturecapital

�� SusHi (Sustainable High) Tech Tokyo brings together domestic and international #startup ecosystems to address common global urban issues. 🇯🇵 Our General Partner, Mark Munoz, will be attending the Investor Day associated with SusHi Tech Tokyo 2024 as a judge for the Startup Pitch Session on May 14th, 2024. 🚀 SusHi Tech Tokyo 2024 Global Startup Program Official Account will kickoff the day after the Investor Day, where speakers from around the world will gather to foster #innovation with huge social and economic impact. 👉 Visit https://lnkd.in/gGXzaY94 for more information about the Global Startup Program and https://lnkd.in/gKcWYBai #SusHiTechTokyo #STT2024GSP #sustainability #technology