Connor Thomas, Cfp®, Cscp® Email & Phone Number

CapitalRock, the makers of RightBridge systems, develops data analytics and product selection technology for the financial services industry. In light of the current regulatory environment CapitalRock has enhanced its product selection and validation technologies, including the Annuity Wizard, Life Insurance Wizard, Investment Wizards, and the Product Profiler. The Suggestion Engine mines current customer data for additional opportunities. CapitalRock Solutions have been widely adopted across large banks, broker dealers and insurance companies. Key differentiators for RightBridge systems include the configurable scoring engine and ReasonText™ which explains and justifies recommendations. CapitalRock was founded in 2007 and its founders have over 25 years of experience developing fintech.

Based in Los Angeles, Docupace Technologies is the premier provider of secure and compliant electronic processing platform for financial institutions and the wealth management industry. The company created and implemented the financial industry's first web-based SEC/FINRA compliant Straight-Through-Processing (STP) technology service. The company’s document management and workflow solutions simplify the process of capturing, organizing, routing and accessing information. Docupace was first-to-market with patent-pending technologies that serve the largest financial service providers and their advisors who, driven by increased levels competition, privacy issues, document protection and government regulation, are adopting the company’s document management and workflow solutions in order to sustain profitability and audit-risk assurance.

Powhatan, Va

Worked with RIA's and Broker Dealers to show how planning concepts can drive firm growth in 3 ways: -More Clients -More AUM -Efficiency through technology As Enterprise Account Manager I helped drive MoneyGuidePro proficiency and adoption from the rep force. Routinely hosted popular "Best Practices" webinars that gave Advisors step by step instructions on practical application of MoneyGuidePro features that drive revenue. Helped to strengthen Integration Partnerships with 3rd party software through Integration Spotlight webinars jointly hosted with the partner company. Provided one on one consultation with thousands of Advisors over the years. Analyzed Advisor needs and challenges and provided an action plan on how to proceed.