Jackie Shoback has had a front-row seat to some of the biggest inflection points in financial services, from scaling during the explosive growth years at Staples to leading digital transformation at Fidelity and TIAA during moments that redefined how we build trust with clients.

Now, as co-founder and managing director of 1414 Ventures, Jackie is investing in the next wave: technologies that use digital identity to make financial interactions more human, secure, and inclusive.

In this episode, she shares why identity is the next frontier in client trust, how technology can unlock access for underserved communities, and what advisors need to thrive in a world where personalization and protection go hand in hand. Jackie’s insights are especially relevant to our Knomee community, where we believe real-time understanding and behavioral insight can elevate the client-advisor relationship into something far more meaningful.

Whether you're a forward-thinking advisor or a fintech builder, this episode will challenge how you think about trust, identity, and the future of advice.

Connect with us! 

• Jackie Shoback on LinkedIn
• 1414 Ventures
• Marla Sofer on LinkedIn
• Knomee