Fynancial with Tom Fields | E426

Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients. The discussion covers how Fynancial integrates with existing CRMs and planning tools to automate workflows—like "next-best-action" tasks—while ensuring all communications are archived for compliance. By centralizing the client experience, firms are seeing higher satisfaction, easier referrals, and a more modern brand presence. This episode is a must-listen for advisors looking to strengthen client loyalty and modernize their practice through a dedicated mobile experience. Episode Highlights: 00:00 Welcome and Guest Intro 00:49 What Fynancial Does 01:24 Why Advisors Need Phone Real Estate 02:14 Origin Story Fired Client 05:01 Building the Advisor App 06:25 Client Engagement Push Notifications 09:44 Compliance and Secure Messaging 12:03 Success Stories Growth Referrals 16:25 Future Roadmap AI Next Best Action 19:20 Rapid Fire Closing Questions 23:41 Wrap Up and Sponsor Outro Resources: Jason Pereira's Facebook - https://www.facebook.com/jason.pereira Jason Pereira's LinkedIn - https://www.linkedin.com/in/pereirajm/ Sponsor - http://Woodgate.com Fynancial - https://fynancial.com/ Tom Fields’ LinkedIn - https://www.linkedin.com/in/fynancial/