Members of the Supernova Technology (Supernova) team packed their bags and headed west last week to sponsor and attend InVest West 2019. According to its website, InVest West brings “together 300+ professionals from across the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, plus a robust fintech presence to debate and uncover the solutions that are working today, and on the horizon.”
During their time at the conference in San Francisco, Head of Sales and Marketing, Linda Gu and Sr. Vice Presidents of Business Development, Bradley Andreatta and Kristin Krousie showcased the industry’s only fully-automated, modular, and customizable securities-based lending (SBL) solution. The team reported that conference attendees were stunned to learn that with Supernova’s cloud-based technology, securities-based loans can often be originated in a matter of minutes.*
The InVest West agenda was jam-packed with interesting sessions delivered by wealth management thought leaders and included discussions about topics such as: The Future of the Client, The Rise of Gen Z, and Wealth Management Innovation. While all the sessions were informative, Bradley Andreatta was particularly struck by Andy Rachleff’s message during his talk, The Next Marathon: Wealthfront’s Vision of 2030. To paraphrase, Mr. Rachleff encouraged the audience to ignore the competition, stating that what the competition does should have no bearing on what you are doing at any given moment. At Supernova, we pride ourselves on offering a one-of-a-kind solution. And while we always keep our finger on the pulse of what is happening in the world of FinTech, our mission to help investors achieve financial wellness is what drives us every day.
In all, the team had a great time sponsoring this worthwhile conference and made a lot of wonderful connections. We look forward to continuing to grow our conference presence and will share more in the upcoming months!
*Assumes fully integrated solution. A fully integrated solution with advisor firms and custodians allows for real-time inquiry and pull of client and collateral account data. This makes the application and loan agreement process run faster and more seamlessly than lower levels of integration. Fully integrated solutions to activate collateral account lockdown and e-signature of the collateral account control agreement streamlines the underwriting process for decisioning lines of credit and setting approved lines live.
