In this episode of WealthTech Unwrapped, join host Ned as he engages in an insightful conversation with Ken McHugh, Chief Technology Officer of Bambu about our latest digital solution, Bambu GO. They discuss how Bambu GO came to be, the problems it solves, and the technology behind building a ready-to-GO solution for any financial institution that wants to significantly increase its client base.
When embarking on a journey of creating new solutions, Ken emphasizes the significance of directing attention toward the intended beneficiaries, ensuring its accuracy, and striving to make a meaningful impact, rather than solely focusing on the technical aspects. Keeping this philosophy in mind, Ken collaborated tirelessly with diverse production teams at Bambu over several months to bring Bambu GO to life.
By adhering to these guiding principles, Bambu GO was meticulously crafted as an all-in-one digital solution, empowering financial institutions to substantially expand their client base. This ready-to-use platform can be seamlessly deployed to mass retail customers, enabling advisors to effortlessly present and provide financial products to prospective investors. Additionally, Bambu GO facilitates the collection of essential information, including financial goals, risk tolerance, investment preferences, and contact details, ensuring a comprehensive understanding of each client’s needs.
Tune in for an in-depth exploration of this game-changing ready-to-use solution that aims to reshape the wealth management industry. For more information, visit bambugo.com
