Building a State-Of-The-Art Comprehensive Advice Platform with Deep Srivastav and Martin Cowley

In this episode, Jack talks with Deep Srivastav, Senior Vice President and Head of Digital Investment Solutions for Franklin Templeton Investment Solutions. Joining them is Martin Cowley, Executive Vice President and Head of Product at LifeYield.

In his role, Deep is responsible for the development and deployment of Franklin Templeton’s investment solutions through digital channels. It involves leveraging financial technologies, data science capabilities, and investment capabilities related to goals-based wealth management to bring Franklin Templeton’s personalized investment solutions to market. On the other hand, Martin Cowley is an expert at building platforms across the wealth management ecosystem. At LifeYield, Martin and his team focus on finding the client’s unique circumstances and determining the best way to serve them.

Deep and Martin talk with Jack about the collaboration between Franklin Templeton’s Goals Optimization Engine (GOE®), AdvisorEngine, and LifeYield’s tax-efficient planning and income sourcing to build and expand a state-of-the-art comprehensive advice platform.