Scroll to top
© 2020, Jamie Hopkins Retirement by Carson

Designing the Client Experience and Leveraging Data with Jason Wenk

Jamie Hopkins - August 24, 2020 - 0 comments

In today’s episode of Framework, Jamie talks with Jason Wenk, CEO and Founder of Altruist. Jason is laser-focused on providing effective and memorable client experiences by leveraging data to drive technology solutions.

Jason was a computer science major in college and going into financial services never crossed his mind. However, early on in his career he was given a chance to work as an analyst at Morgan Stanley. And that experience, combined with his background in computer science, eventually led to the founding of Altruist.

In this conversation, Jamie and Jason talk about fintech, the importance of the client experience, and how we can use data to drive decisions and fill technology gaps.

“If we have no pre-existing knowledge and biases, how would we design a client experience? Cater what the client wants to see. Take away all the noise and distractions. Just let them focus on the things that really matter to them. ~ @jasonwenk

Main Takeaways

  • The client experience begins with relationships. It’s important to understand the difference between what clients want and what they actually need.
  • Focus on people more than data but use data to fill the gaps and close the feedback loop.
  • If you’re starting a fintech business, work to solve advisor’s problems, and  help them do their best work for clients. Client experience is always critical.
  • Lack of communication is a driving factor for clients leaving their financial advisors. As advisors, it’s your duty to stay in touch with your clients and keep them informed. Make use of technology where you can to lower the burden on your end.

Links and Important Mentions

Get a Free Coaching Call From a Carson Group Executive Business Coach

It’s important to get an outside perspective from inside the industry. Our executive business coaches have years of experience in building and growing advisory firms. In fact, our coaching members grow 2.5x the industry average over a two-year period.

So here’s our challenge to you: put a framework in place for your business by getting a free coaching call. One of the most important calls with your coach is the first one. And we’re giving it away for free.

Go to to sign up for your free coaching call with a Carson Group Executive Business Coach.

Subscribe and Stay in Touch

Related posts

Are You Secure in Your RMDs?

Whether you’re inheriting or leaving a retirement account, the SECURE Act impacts you.