BOZEMAN, Mont., July 18, 2018 /PRNewswire/ -- Six finalists have been selected to compete in XY Planning Network (XYPN)'s 3rd annual FinTech Competition on Tuesday, September 25, 2018 during XYPN's annual conference, XYPN LIVE 2018 in St. Louis, Missouri. XYPN's FinTech Competition helps start-ups gain visibility and encourages much-needed innovation of business-to-business solutions in the financial advisory space.
The finalists will introduce and promote their offerings during XYPN LIVE in front of a full audience and expert judges including technology guru Bill Winterberg of FPPad, Jeff Merkel, former Google director and co-founder of life insurance platform Ladder Life, and Michael Kitces, co-founder of XYPN.
The popular competition, sponsored by Ladder Life, drew more than 20 submissions from technologies exclusively designed for financial advisors which deliver financial planning services to Gen X and/or Gen Y clients. The six 2018 finalists include:
- Approach – Approach is a prospecting and client onboarding technology which gives advisors the ability to embed a lead generation tool on any website and access a custom dashboard and measurables showing where their prospects are in their processes at any given time.
The selected champion will receive a press release by PR agency FiComm Partners along with facilitated media introductions. A handful of promotional opportunities await the winner, including features on Bill Winterberg's FPPad.com and Michael Kitces' Kitces.com. The winner will also be featured in an exclusive #XYPNRadio interview and in a dedicated blog post on XYPlanningNetwork.com, through which they'll reach a large audience of financial planners.
Winners from the previous two years, SnappyKraken (2016 champion) and Vestwell (2017 champion), both saw a significant pay-off from the opportunity to showcase their technology to young, tech-savvy advisors hungry for technology to help them better service their Gen X and Gen Y clients.
As Vestwell CEO, Aaron Schumm, reflects, "A large part of Vestwell's early success can be attributed to the many advisors who have been early adopters of our technology. These advisors, along with everyone involved with XYPN, have a shared vision to create an accessible, fiduciary future for financial services."
To read more about the 2018 finalists and the XYPN FinTech Competition, or to register for the XYPN LIVE 2018 Conference, visit xyplanningnetwork.com/xypn-live-fintech.
About XY Planning Network
The XY Planning Network with over 700 advisors, is the leading turnkey financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. http://www.xyplanningnetwork.com/
SOURCE: PR Newswire