What if your financial data could talk? 

Would it reveal new secrets about your clients, business, and the future of wealth management? In this engaging episode of “In the Money,” host Rusty Sommer dives deep into the age of data with Oleg Tishkevich, the visionary founder and CEO of INVENT®. Together, they explore the transformative power of data integration in reshaping the wealth management landscape.

Listen in as Rusty and Oleg discuss:

• (03:07) The complexities of data scattered across multiple systems and the role of AI in creating cohesive conversations with your data.
• (06:42) How Invent is pioneering an ecosystem that integrates various financial systems to enhance advisor-client interactions.
• (12:11)Oleg’s insights into the evolving RIA industry and why customizable, client-centric solutions are the future.
• (14:42)The critical role of technology in adapting and redefining the advisor-client relationship.
• (28:43) Oleg’s prediction for 2025 and how each firm might become its own artist in crafting unique client experiences.

Connect with Oleg Tishkevich:

• LinkedIn: Oleg Tishkevich
• Invent®

Connect with Rusty Sommer:

• Rusty.sommer@flyerft.com 
• LinkedIn: Rusty Sommer
• Flyer Financial Technologies
• LinkedIn: Flyer Financial Technologies
• Twitter: Flyer_FT

About Oleg Tishkevich: 

Oleg Tishkevich is a visionary technology entrepreneur and the founder and CEO of Invent®, a cloud-native software development and consulting firm serving the wealth management and real estate industries. With a focus on systems design, data architecture, and digital experiences, Invent® helps enterprise firms and registered investment advisors (RIAs) modernize their technology infrastructures 

Prior to founding Invent®, Tishkevich established Finance Logix, a next-generation financial planning software company known for its engaging mobile planning app, Retire Logix. The app was recognized as the “Best Money Move” by Money magazine and voted the number one mobile app for advisors. Finance Logix was acquired by Envestnet in 2015, where Tishkevich served as Chief Technology Officer for Financial Planning.​

Throughout his career, Tishkevich has been instrumental in delivering custom firm-wide solutions for major companies such as Wells Fargo, Bank of America/Merrill Lynch, AssetMark, and Janney Montgomery Scott. His leadership continues to drive innovation in the financial technology sector, helping firms transition to cloud-native platforms and enhance their digital capabilities.