The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nash

In this episode, Jack Sharry talks with Cheryl Nash, CEO of the Financial Supermarkets Division at InvestCloud. Cheryl unpacks her acquisition-filled journey to CEO and everything that makes InvestCloud an industry standout.

Cheryl began her career as a data entrant at Security APL before automation was as widespread as it is today. Security APL was ultimately acquired by Fiserv which recently sold a 60% stake to Motion Partners. Cheryl was then appointed CEO of the newly branded Tegra118. Several weeks before Tegra118’s first anniversary, they merged with InvestCloud and Finantix.

A true industry leader, Cheryl chats with Jack about planning for retirement, how COVID has shaped consumers, and the future of wealthtech.

“Technology is an essential enabler. Use technology for the tasks where speed, efficiency, automation, and precision are needed, while always remembering that we’re in a people business. Relationships matter and trust matters, but technology really becomes an essential enabler.” ~ @cherylnash2

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