Accomplishment(s): In my role as head of product at eMoney, I’m focused on defining and delivering new and innovative solutions that help planning-led advisors engage clients and grow their businesses.
Therefore, the professional accomplishments I am most proud of over the past year include the launch of two new product offerings — Foundational Planning and eMoney Access — as well as moving forward with our incubator, currently called Project Avocado.
None of this would be possible without the creative, hardworking team of people I’m lucky enough to work with every day. Our product and development teams have grown substantially over the past few years, so we’ve spent a lot of time figuring out how we can define processes and guidelines to ensure consistency but also not stifle the creativity and innovation that is key to the eMoney culture.
We’ve shared many meaningful experiences together over the last year to accomplish these goals. One highlight, in particular, was traveling with some of my colleagues to India to visit with our teams there.
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In addition to teamwork and collaboration, it’s also very important for me to invest in my own development. I’m proud of the progress I’ve made working with an executive coach over the past year. I’ve been able to grow and evolve in areas that have helped me become a better colleague, contributor, leader and mentor.
How to get more women into WealthTech: Be willing to take risks and step outside of your comfort zone. Most of us didn’t start in the Fintech space. We came from other roles in financial services or outside the industry altogether.