Building Your Firm’s Tech Stack with Jud and Kim Mackrill WealthTech on Deck

In this episode, Jack talks with Jud and Kim Mackrill, Co-Founders and CMOs at Milemarker, Inc.
Kim and Jud Mackrill are partners in life and in business. Together, they have built careers on providing solutions in tech integration for the finance world. Before Milemarker, they helped advisors innovate through their marketing company, Mineral Interactive. After Mineral’s acquisition, Kim and Jud led the rebranding of Carson Group.
Kim, Jud, and Jack discuss harnessing the power of data, modernizing your firm’s tech stack, and the importance of client behavioral psychology in tech implementation.
“This is the path. You have to really start with empathy designed for the user, build the data model, and then deliver it because the future is far more complex.” ~ Jud Mackrill
Main takeaways 
Big data can help you plan better. Most firms have silos of data left unutilized. Getting data into central repositories and creating APIs can help firms make better business decisions.

Understand the psychology of your clients.  Getting a good grasp of clients’ behavioral psychology can help you design better user-oriented platforms. Know what is digestible to the user and improve implementation through tech.

Modernize your tech stack.  A new data-driven wealth management company has more edge than old-timers and veterans who refuse to adapt.

Links
Kim Mackrill on LinkedIn

Kim Mackrill on Twitter

Jud Mackrill on LinkedIn

Jud Mackrill on Twitter

Milemarker

Orion Advisor Tech

Carson Group

Morgan Stanley

Eric Clark

Connect with our hosts
LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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