This week, on WealthTech Unwrapped, Ned speaks with fellow founder Marla Sofer, CEO of Knomee. Join them as they discuss what it takes to be a founder in the fintech business and to flip the financial services industry on its head by defining and identifying a customer's financial identity. 

1) The challenge faced by financial services firms today is understanding their customers and prospects, hindering their efforts in acquiring, engaging, and retaining clients. 
2) It is difficult to put together a portfolio that reflects all of who a person is and the values they deem important unless you truly understand the customer.

Tune in to the discussion, exclusively on WealthTech Unwrapped!