The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXT

The WealthStack Podcast: Creating a Frictionless Wealth Management Experience with Stephen Daffron of BetaNXT

The ultimate objective to create an end-to-end, holistic wealth management experience seems simple in theory, but it continues to be difficult for the wealth management industry to execute on. Fortunately, BetaNXT is hyper-focused on solving customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen Daffron, CEO of BetaNXT, on creating a “frictionless” wealth management experience and what it means for advisors, financial services and wealthtech firms that serve them.

Shannon and Stephen discuss:

  • Why BetaNXT is championing the next wave in wealth management technology and outsourcing solutions
  • The importance of advisors utilizing real-time data
  • Why BetaNXT is focused on solving customers most demanding integration challenges
  • What the acquisition of Mediant Communication means for BetaNXT

Connect with Shannon Rosic:

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About Our Guest:

Stephen is a Co-Founder and Industry Partner at Motive Partners since 2016, a specialist private equity firm focused on financial technology businesses and currently serves as Chairman and Chief Executive Officer of BetaNXT, a Motive Partners portfolio company and an industry-leading provider of wealth management technology and outsourcing solutions. Dr. Daffron also recently served as the President of Dun & Bradstreet, a position he held from 2019 to 2021, also a Motive Partners portfolio company. Dr. Daffron has served on the Board of Motive Capital Corp II since 2021. Prior to joining Motive Partners, Dr. Daffron served from 2013 to 2015 as the Chief Executive Officer of Interactive Data. Prior to Interactive Data, Dr. Daffron was the Global Head of Technology, Operations, and Data at Morgan Stanley from 2008 to 2013. Before returning to the sell-side, Dr. Daffron was Chief Operating Officer at Renaissance Technologies. Prior to this, Dr. Daffron worked for Goldman Sachs from 1993 to 2003, initiated the re-engineering of operations and technology functions across payments, derivative processing, credit risk/collateral control, and investment management. Dr. Daffron earned a B.S. from the United States Military Academy, and an MBA, MA, M.Ph. and Ph.D. from Yale.

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