Another Trophy for the Case

Karen White Uncategorized

iQuantifi is excited to announce that it was selected as a “Winning Startup” at the Future of Money and Technology Summit. The event brings together the best and brightest visionaries around money to discuss the evolving money ecosystem in financial services.

The win caps off a fantastic year at iQuantifi that also included winning “Best of Show” at BankInnovation in February. “We’ve made great progress this year and these wins validate the market’s desire for automated, comprehensive and personalized financial advice,” stated Tom White, Founder and CEO of iQuantifi. “Institutions are quickly taking notice of our solution and believe in our vision for the future of financial services.”

The award highlights the tremendous opportunity for financial institutions to reach existing and new customers by offering goal-based financial planning services. As consumer demands on financial institutions are changing, the ability of a financial institution to help all of their customers achieve their financial goals is a key differentiator.