Integration as a Service for Financial Advisors with Jud Mackrill

Originally shared by Three Crowns Marketing.

The latest TacoTech episode (co-hosted by Three Crowns founder, Johnny Sandquist) features Jud Mackrill, the CEO of a new fintech company called Milemarker and the former CMO of mega-RIA Carson Group.

Jud joins the TacoTech team to talk about how wealth management firms can create a better advisor and client experience through a better understanding of their data and using APIs.

It’s a little bit of a “she who controls the data, controls the world” type of situation.

We also talk about the most important company in all of fintech (according to Jud) and his favorite tacos. Plus, Sam Elliott gets a shout out.

Listen below right now.

Author avatar
Jud Mackrill
Serving Financial Advisors since 2004, Creator of Award Winning Technology and Companies. CEO @ Milemarker. InvestmentNews 40 Under 40. Winner, XYPN Fintech Competition, Winner Fuse Best Advisor Innovation

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