Data Marketplaces, Account Management & Portfolio Management [Podcast]

Chelsea Caltuna
September 28, 2021

In this episode of Fintech, What the Heck?, our podcast covering all things fintech, Andrew Carpenter offers advice on choosing and navigating financial data marketplaces. We also talk to Intrinio’s VP of Customer Success, Flavia Russo, about successful account management and the CEO of Ziggma, Uli Ebensperger, about improving portfolio management tools.

Watch the episode and check out the highlights below!

Fintech Insights (0:35)

Andrew Carpenter explains what to look for when choosing a financial data marketplace, including the source of the data, the marketplace’s fee structure, and licensing restrictions.

From the Experts (14:57)

Intrinio’s VP of Customer Success, Flavia Russo, recounts how Intrinio built a successful account management department from the ground up and explains the benefits of actively meeting customer needs.

You Should Know (37:41)

Uli Ebensperger, CEO of Ziggma, discusses bringing professional-grade portfolio management tools to the new generation of retail investors.

The full episode is available on YouTube and wherever you get your podcasts. Interested in learning more about Intrinio? Request a consultation with our team.

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