Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)
The use of technology has its challenges and opportunities for businesses.
On one hand, you can leverage it to improve workflows. On the other hand, trying to get everyone to buy into the technology and make sure the platform you’re using is safe and secure, can be difficult.
This week, Kartik Srinivasan, Director – Head of Third Party Integrations, Digital Advisor Solutions, at Schwab Advisor Services, joins Shannon Rosic to explain how technology has evolved over the years. They take a deep dive into the challenges and opportunities RIAs face when building their tech stack while highlighting Schwab’s approach to solving these challenges.
Shannon and Kartik discuss:
- His journey in the FinTech industry
- What you should know about an application programming interface (API)
- Must-know productivity hacks
- Challenges and opportunities that come with building tech stacks
- And more!
Resources:
- Meet the team at Flyer Financial Technologies
- Charles Schwab
- Schwab Advisor Services
- Provider Listings
Connect with Shannon Rosic:
- shannon.rosic@flyerft.com
- LinkedIn: Shannon Rosic
- Twitter: @ShannonRosic
- Flyer Financial Technologies
- LinkedIn: Flyer Financial Technologies
- Twitter: Flyer_FT
Connect with Kartik Srinivasan:
About Your Host:
Kartik Srinivasan is Head of Third Party Integrations, Digital Advisor Solutions, Schwab Advisor Services. He brings more than 15 years of experience in wealth and asset management and has demonstrated expertise in financial advisor technology including portfolio management, CRM and financial planning. Kartik is responsible for strategy, product management, relationship management and support for Schwab’s third-party integration offerings which include APIs, SSO, Trading, Data Delivery and Salesforce. Kartik is passionate about working with the third-party fintech community and helping independent advisors grow their firms and serve their clients by leveraging the right tech stacks and workflows for their business.
Kartik previously worked at Morningstar where he spent time in various product-specific roles and moved into a partnerships and integrations-focused role. Kartik holds a Master of Business Administration in Economics, Entrepreneurship and Strategic Management from The University of Chicago Booth School of Business and a Bachelor of Business Administration in Finance and Economics from the Wisconsin School of Business at the University of Wisconsin-Madison.
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