Kuba Smakosz

WealthArc is a B2B FinTech startup offering a SaaS platform with financial data analysis and client interaction for wealth managers and private banks.

The problem of digital aspects of managing client’s wealth is one we are constantly working to innovate so that wealth managers can focus on their most important role, becoming and being a trusted advisor.

We’re believers in the power of big data and quantitative analysis, and wanted to enable financial institutions to harness these innovations in automation, multi-channel reporting and robo-advisory.

WealthArc is a B2B FinTech startup offering a SaaS platform for digital client interaction and financial data analysis for wealth managers and private banks.

The problem of digital aspects of managing client’s wealth is one we are constantly working to innovate so that wealth managers can focus on their most important role, becoming and being a trusted advisor.

We’re believers in the power of big data and quantitative analysis, and want to enable financial institutions to harness these innovations in automation, multi-channel reporting and robo-advisory.

Responsibilities:
- Developing relationships with potential clients (Independent Asset Managers, Private Banks)
- Acquiring a thorough understanding of key customer needs and requirements
- Preparing regular reports of progress and forecasts for internal and external stakeholders
- Ensuring the delivery of our solutions to the clients in a timely manner
- Coordinating cooperation with external digital marketing agency
- Establishing and maintaining relationships with our business partners (Thomson Reuters, SwissCom, Microsoft) while also developing strategies to increase revenues or marketing presence
- Serving as the link of communication between current / potential clients and internal R&D teams
- Preparing sales materials for potential clients
- Representing WealthArc on several conferences / industry events / expos including:
* Fidelity Accelerator in Boston, Massachusetts
* Luxembourg Fintech Awards
* Fintech+ Conference in Zurich
* Deutsche Bank 101 Conference in London

Post Sticker is the only self-management tool for creating leads collecting “Smart Ads” fired off directly in Facebook News Feed.

More information here:
http://poststicker.com/

Sotrender is an analytical platform that measures the efficiency of social media (Facebook, Twitter, YouTube and Instagram) communication.

More information right here:
http://www.sotrender.com/