Advising Is Late to the Party When It Comes to Digital Transformation
Whether you’re planning to integrate a financial wellness technology solution or a full-on digital transformation effort, here are a few ...
Questis Switches to MX for Faster, More Secure Connections
It’s the speed and coverage of their connections that we’re most excited about.” - John M. Tabb III, co-founder and chief product officer, Questis Questis is excited to announce our switch to MX, the leader in financial data, for our…
What is Financial Wellness Technology (#FinWellTech) Anyway?
To understand what financial wellness technology (FinWellTech) is, let’s first get on the same page about what financial wellness is. In textbook terms, financial wellness is defined as having an understanding of your financial situation and taking care of it…
Digital Transformation in the Retirement Space — What Plan Advisors Need to Know
Digital transformation has already happened across multiple industries—and financial advising has been slow to catch up. Digital transformation has already disrupted financial services—and contributed to the rise of FinTech. Banks are closing physical brick and mortar branches as more customers…
Founder & CEO Steve Wilbourne Featured on SE Tech Podcast
Questis Founder and CEO Steve Wilbourne was featured this week on SE Tech, a podcast hosted by MMM Tech Law. Steve spoke with host Kelly Kelly about Questis’ inception, his entrepreneurial journey, lessons learned, and his vision for Questis in…
Why Financial Education Doesn’t Work—Part 5: Considerations For Decision-Makers
There’s no question that employers are taking a more active role in helping employees in their journey to financial well-being. It’s the right thing to do, and it makes good business sense. As more vendors introduce financial wellness offerings into…