The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts
Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix, Uber and even their bank. Yet most firms still rely on portals few clients open and emails lost in crowded inboxes, creating gaps in engagement, advice delivery, and growth.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Tom Fields, founder and CEO of Fynancial, to discuss how digital experience platforms redefine advisor-client relationships. Tom shares the story behind Fynancial, the lessons learned from losing his biggest client, and how his communication-first mindset is helping firms modernize engagement, simplify their tech, and scale trust.
They discuss:
- Why communication is the new client experience, and why email and social miss the mark
- Why advisors must control delivery to ensure their message is received and remembered
- How Fynancial integrates CRMs, planning tools, and custodial data into one unified client app
- The role of AI and agentic assistants in creating personalized, compliant communication at scale
- Metrics that matter: engagement signals, first-month referrals, and ROI stories from enterprise rollouts
Resources:
- Listen to WealthStack on WealthManagement.com
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Connect with Tom Fields:
About Our Guest:
Tom Fields is the CEO and Founder of Fynancial, the only Digital Experience Platform for Wealth Management—the easiest way to engage clients, integrate technology, and grow organically all on your own branded app.
Tom launched Fynancial in January 2023 and has worked with some of the biggest names in wealth management. He is an active thought leader in advisor technology, regularly speaking and sharing insights on digital engagement strategies that position RIAs to thrive in a rapidly evolving financial landscape.
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