WealthTech on Deck

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

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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

        • Subscribe and stay in touch
        • Apple Podcasts
        • Spotify
        • LinkedIn
        • Twitter
        • Facebook


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          WealthTech on DeckBy LifeYield
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