
11 - 50 employees
💼 Consulting
💸 Finance
💳 Fintech
Consulting • Finance • Fintech
Dispatch is a company that provides solutions for financial advisors and fintechs to streamline and integrate client data management. Their platform allows users to onboard clients seamlessly, sync client data in real-time across different tools, and open multiple accounts digitally. Dispatch focuses on creating a smooth workflow for advisors, aggregators, and fintechs to ensure efficient data management. They prioritize security with SOC2 certification and utilize advanced encryption protocols. Dispatch's comprehensive approach is designed to save time and reduce the complexity of managing client data across various tech stacks.
🕒 3 days ago
Senior Product Designer owning complex custodian and data workflows for Dispatch’s financial-advisor platform. Defining high-impact experiences and strengthening the company’s design system.
🕒 July 29
Client Success Manager ensuring successful implementation and client advocacy for Dispatch's wealth tech platform. Collaborating with various teams to drive adoption and value realization throughout the client journey.