Jemstep

jemstep.com

Jemstep helps financial institutions deliver a digital investing experience to their customers. We focus on the customer and advisor experience, starting with the identification of the customer’s financial goals, and attitudes about risk, and then map them to suitable investments to help them track progress toward those goals. Until now, wealth management has only been accessible to the wealthier segment of the US market. We focus on seamless integrations with other solution providers to lower costs...

C-Suite On Deck

Marla Sofer, VP of Strategic Partnerships at Jemstep drives growth through obsessive client centricity. With a background in conflict resolution, Marla negotiates solutions to complex problems while setting the stage for the future. She has designed and implemented third-party stra...

Events

ITC Europe

Conference

The Future of Insurance USA 2023

Conference

Insurance Summit Sydney 2023

Conference

AI Enabled Sales: Separating the Steak from the Sizzle

Webinar

Impact of AI on Insurance

Webinar

Insurance CEE Expo

Conference

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