27 min
Providing Easy Access to Workplace Savings with Michelle Tran WealthTech on Deck
-
- Investing
A secure retirement doesn't just happen. It needs to start with planning and saving early. People are becoming increasingly aware of the importance of retirement savings as they age but still fail to save enough. While there are several reasons for this, others simply do not have easy access to a retirement savings plan at work.
In this episode, Jack talks with Michelle Tran, SVP & Head of Enterprise Sales at Vestwell. Passionate about all things fintech and wealthtech, Michelle is a growth and sales leader with success in growing businesses and teams. She is a fintech and wealthtech leader supporting women in the industry and helping end investors and small business owners fulfill their financial legacies.
As one of the top 100 women in fintech, Michelle talks with Jack about the important role that workplace retirement business plays in educating and guiding new investors, the convergence of workplace retirement and wealth management, and her commitment to empowering women in fintech.
Key Takeaways
[01:09] - Michelle's personal and professional background.
[04:19] - The secret to Vestwell's phenomenal growth.
[06:56] - How Vestwell enables participants to save.
[08:58] - The various technologies Vestwell uses to make saving easier.
[10:34] - The convergence of workplace retirement and wealth management.
[16:14] - How partnerships between wealth management firms benefit advisors.
[17:01] - The role Michelle plays for women in fintech.
[20:07] - What the future holds for fintech, retirement, and women in fintech.
[24:59] - The things that interest Michelle outside of work.
Quotes
[03:45] - "Not a lot of America has access to savings. If you think about the 401k space, there are 32 million small businesses in the U.S., and less than a million have actual workplace savings." ~ Michelle Tran
[05:02] - "When you think about access and helping people save, you don't want people trying to save that extra hundred dollars to go through 10 different steps. You want to make it as easy as possible. That's how individuals will save for the long-term." ~ Michelle Tran
[20:46] - "Modern user experience is so important. It is how you continue to build a user experience that will effectively and efficiently engage users. And that's always going to be at the core of how businesses need to think about building their platform." ~ Michelle Tran
Links
Michelle Tran on LinkedIn
Michelle Tran on Twitter
Vestwell
BlackRock
iShares
Apex Clearing
Robin Hood Foundation
Aaron Schumm
Franklin Templeton
Goals Optimization Engine (GOE®) | Franklin Templeton
Online Wealth Management | Morgan Stanley
Morgan Stanley
Fidelity Investments
Charles Schwab
Tiburon Strategic Advisors
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook
A secure retirement doesn't just happen. It needs to start with planning and saving early. People are becoming increasingly aware of the importance of retirement savings as they age but still fail to save enough. While there are several reasons for this, others simply do not have easy access to a retirement savings plan at work.
In this episode, Jack talks with Michelle Tran, SVP & Head of Enterprise Sales at Vestwell. Passionate about all things fintech and wealthtech, Michelle is a growth and sales leader with success in growing businesses and teams. She is a fintech and wealthtech leader supporting women in the industry and helping end investors and small business owners fulfill their financial legacies.
As one of the top 100 women in fintech, Michelle talks with Jack about the important role that workplace retirement business plays in educating and guiding new investors, the convergence of workplace retirement and wealth management, and her commitment to empowering women in fintech.
Key Takeaways
[01:09] - Michelle's personal and professional background.
[04:19] - The secret to Vestwell's phenomenal growth.
[06:56] - How Vestwell enables participants to save.
[08:58] - The various technologies Vestwell uses to make saving easier.
[10:34] - The convergence of workplace retirement and wealth management.
[16:14] - How partnerships between wealth management firms benefit advisors.
[17:01] - The role Michelle plays for women in fintech.
[20:07] - What the future holds for fintech, retirement, and women in fintech.
[24:59] - The things that interest Michelle outside of work.
Quotes
[03:45] - "Not a lot of America has access to savings. If you think about the 401k space, there are 32 million small businesses in the U.S., and less than a million have actual workplace savings." ~ Michelle Tran
[05:02] - "When you think about access and helping people save, you don't want people trying to save that extra hundred dollars to go through 10 different steps. You want to make it as easy as possible. That's how individuals will save for the long-term." ~ Michelle Tran
[20:46] - "Modern user experience is so important. It is how you continue to build a user experience that will effectively and efficiently engage users. And that's always going to be at the core of how businesses need to think about building their platform." ~ Michelle Tran
Links
Michelle Tran on LinkedIn
Michelle Tran on Twitter
Vestwell
BlackRock
iShares
Apex Clearing
Robin Hood Foundation
Aaron Schumm
Franklin Templeton
Goals Optimization Engine (GOE®) | Franklin Templeton
Online Wealth Management | Morgan Stanley
Morgan Stanley
Fidelity Investments
Charles Schwab
Tiburon Strategic Advisors
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook
27 min