About this episode
Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients.
The discussion covers how Fynancial integrates with existing CRMs and planning tools to automate workflows—like "next-best-action" tasks—while ensuring all communications are archived for compliance. By centralizing the client experience, firms are seeing higher satisfaction, easier referrals, and a more modern brand presence.
This episode is a must-listen for advisors looking to strengthen client loyalty and modernize their practice through a dedicated mobile experience.
Episode Highlights:
00:00 Welcome and Guest Intro
00:49 What Fynancial Does
01:24 Why Advisors Need Phone Real Estate
02:14 Origin Story Fired Client
05:01 Building the Advisor App
06:25 Client Engagement Push Notifications
09:44 Compliance and Secure Messaging
12:03 Success Stories Growth Referrals
16:25 Future Roadmap AI Next Best Action
19:20 Rapid Fire Closing Questions
23:41 Wrap Up and Sponsor Outro
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Tom Fields’ LinkedIn
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