Today Investors Want
The internet changed everything when it was first introduced but it has not been until now that Broker Dealers, Exempt Market Dealers (EMD) are playing catch up to what clients expect from them.
Investor want this today:
They ask for all this because in other parts of their daily lives they are doing their tasks from the comfort of their home.
For Broker Dealers, EMD’s it’s important to not overlook what clients want from a financial services company in today’s market.
Jofre is one of the top 10 global thought leaders in Equity Crowdfunding, a Top 10 Fintech & Blockchain Influencer and a Top 50 InsureTech Influencer. Prior to co-founding KoreConX, Jofre founded SaaS-based, multilingual translation portal, BabelFish Corp. where he led a team of more than 135 individuals to provide multilingual solutions to 7,600 contractors around the world. He was awarded the Vision 2012 Businessman of the Year by the Toronto Hispanic Chamber of Commerce and is a globally sought after speaker on the topics including equity crowdfunding, blockchain, FinTech, compliance, shareholder management, alternative finance and RegTech.