A Journey to Personalized Financial Wellness to Achieve Your Goals will be a 1x1 interview with Marla Sofer, a financial services and fintech executive who founded a startup to help you take control of your financial choices to help you live a better life.
because she saw the same problem perpetuated across all areas of financial services. Companies don’t deeply know their customers and prospects, challenging acquisition, engagement, and retention. Marla is a fintech founder, keynote speaker, and former executive at traditional wealth and asset management firms and leading transformational fintech providers. She led operational partnerships at BlackRock and J.P. Morgan quantified in the billions of dollars before leaping into fintech to improve customer experiences.