HeyJaredTech It Up
A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 20, 2026
- Audience
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- Earliest in this view
- Jul 13, 2026
Latest episodes
Introducing Black Diamond AI (opens the original)
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AI is changing the way wealth management firms work, but the real opportunity lies in turning AI from a buzzword into practical technology that helps advisors work smarter. In this episode of Tech It Up, Ken Hall of SS&C Black Diamond Wealth Solutions joins us to introduce Black Diamond AI and explore how AI can help advisors uncover meaningful insights, streamline everyday workflows, and deliver more personalized client experiences. We discuss Black Diamond Insights, Black Diamond Assist, the i
The New Reality of RIA Growth (opens the original)
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Growth through mergers and acquisitions presents tremendous opportunity, but it also introduces new operational, cultural, and technology challenges. In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner are joined by Lisa Crafford of Constellation Wealth Capital and Alex Frantz of SS&C Black Diamond Wealth Solutions to explore the current M&A landscape in wealth management and what it takes to scale successfully. Together, they discuss how firms can identify the right acquisition p
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