Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream. In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how...
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Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream. In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how...
Solve a Hard Problem: Apex’s Mission to Simplify Investing
Growth Leaders of Wealth Management
55 minutes
1 year ago
Solve a Hard Problem: Apex’s Mission to Simplify Investing
From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years. Join us to hear the journey of Apex, a fintech and custodian with more than $150 billion AUM and millions of customers across the globe. In this episode, we’re joined by CEO Bill Capuzzi, Chief Commercial Officer Connor Coughlin, Head of Advisory Olivia Eisinger, and Head of Advisory Product, Michael ...
Growth Leaders of Wealth Management
Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream. In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how...
