interVal

What a day! We can’t believe that’s a wrap on #QTQ2024! We had a fantastic second half to day 2 - check out our highlights from our afternoon program 👏 🧪 Jason Robinson moderated a discussion with Mary Richardson & Brandon Teller of Bindr® on building co-founder chemistry 💜 Nicolas Liénart, M.Sc. of La Tête Chercheuse moderated an important discussion with Carla Ferrer of We Are All Rivers, Mohamed Ashraf Ayadi of NPower Canada, and Quinn Palmer of interVal on how to avoid burnout on your job search ✨ We wrapped the day with our QT Leadership Program graduation with co-founders Naoufel Testaouni & Eustacio Andy Saldaña, and Mathieu Chantelois of Canada Media Fund | Fonds des médias du Canada Thank you to everyone who joined us and made our 2024 QT Qonference an incredible success. We started Queertech for moments like this - to bring together the queer tech community in a space where we can share ideas, support one another, and unapologetically celebrate our collective QT power! Comment below your favourite moments from the last 2 days ⬇️ #QTQ2024 #QueeringTech

📈 Why Behavioral Finance Matters for Wealth Managers Working with SMB Owners 💼 Understanding the emotional side of financial decisions is crucial when guiding small and medium-sized business (SMB) owners. Many owners see their business as an extension of themselves, leading to biases that impact critical decisions like valuations, succession planning, or risk-taking. Our latest blog dives into how wealth managers can harness behavioral finance principles to address these biases. With tools like interVal, advisors can offer data-driven insights that help owners make more grounded choices, reducing emotional barriers and fostering stronger, trust-based relationships. 🔍 Discover how integrating behavioral finance insights can elevate client conversations and improve financial outcomes: https://hubs.la/Q02XntvL0 #BehavioralFinance #WealthManagement #FinancialPlanning

Our own Quinn Palmer, will be speaking at QueerTech on a panel dedicated to networking and resilience in the job search journey! Whether you're actively looking for your next opportunity or trying to expand your professional network, this session will equip you with the tools to stay resilient, balanced, and focused on your long-term goals. 🎤 Join Quinn tomorrow on the Main Stage at 2:15pm. #QueerTech #Networking #CareerResilience

Had a great day at Accountex Canada conference in Toronto yesterday. I went there for two reasons: 1) to search for operational tech as ProudMouth scales, and 2) to explore serving the #Accounting industry, which is in a similar boat as #RIAs with limited #organicgrowth. Last year we found Cadency and hired them. If your firm accepts foreign currency via credit card or ACH, you need to talk Rehman Moledina. Dext is great for expense logging (and more) on the road! We use their app too! Wagepoint for payroll! Working well with Intuit integration! interVal for #WealthManagement, #RIAs and #Accounting is really interesting too. Check them out to find hidden revenue opportunities in your business. Poe Group Advisors to buy, build, and sell Accounting businesses. Smart people! Sean Mulrooney is the contact there. Aiwyn for practice automation to lower costs and save time. Thomas Pritchard is your contact! TaxPay for Automated Client Tax Remittance. Joshua Glover is your contact.

Client retention is more than just delivering great service—it’s about providing the tools that protect and strengthen those relationships over time. At interVal, we help wealth managers build that “high fence” around their clients by delivering deep insights, ongoing support, and data-driven advice that fosters trust and long-term engagement. When your clients feel secure, they stay. Discover how interVal can help you create lasting connections and protect your most valuable relationships. https://hubs.la/Q02V5C-M0 #WealthManagement #ClientRetention #FinTech

If you're at Accountex Canada make sure to connect with the interVal team there. Carson Venneri, Candice Besselaar, Dave Bunce CPA, CA, and Quinn Palmer are eager to discuss how interVal can help you use advisory automation to proactively support your SMB clients so they can grow faster and better, together. Drop a comment below or send a direct message to set up a meeting. Let's make the most of #AccountEx together! #Accounting #Networking

The countdown to Accountex Canada is on! 🎉 We’re thrilled to be part of Canada’s top accounting and finance conference to chat with industry experts about how interVal empowers businesses through smart, real-time valuation insights. 📅 See you there! Dave Bunce CPA, CA, Carson Venneri, Candice Besselaar, Quinn Palmer #interValTeam #AccountexCanada #ValuationTech #AccountingTransformation

🔓 Unlock New Potential in the SMB Client Market! Are you looking to better support and grow your SMB client base? Our latest white paper, 𝑼𝒏𝒍𝒐𝒄𝒌𝒊𝒏𝒈 𝒕𝒉𝒆 𝑺𝑴𝑩 𝑪𝒍𝒊𝒆𝒏𝒕 𝑴𝒂𝒓𝒌𝒆𝒕, dives deep into the strategies, tools, and insights needed to create value-driven relationships with SMB owners. Inside, you’ll find: • Key insights into what SMB owners value most • Effective strategies for ongoing engagement • Tactics to help you strengthen and scale these relationships 👉 Download the white paper now to discover how you can help your SMB clients unlock new value and fuel their growth potential: https://lnkd.in/ga6z3w9q #SMB #WealthManagement

Efficiency and speed are at the heart of what we do at interVal. When our clients experience the time-saving power of our platform, we know we’re delivering on our promise to streamline and simplify complex processes. Our tools are designed to empower financial professionals to focus on what matters most—building stronger relationships with their clients and growing their business. If you’re ready to be “blown away” by efficiency, let’s connect! https://lnkd.in/ge6pg539 #WealthManagement #FinTech

Had a great chat with Ernesto Quezada from Pathmonk about #Fintech Marketing and why building a community around your brand is the marketing flex B2B companies really need. 🤝 https://lnkd.in/ecNNx8Zt