Snehal Fulzele is a successful technology entrepreneur, investor, and innovator in the financial services industry. Prior to founding UPTIQ, he co-founded Cloud Lending Solutions, a global lending technology platform used by leading financial institutions globally. As the CEO, he led the growth and talent strategy of the business from inception to its acquisition by Q2 Holdings (NYSE: QTWO). As the General Manager of its lending vertical, he continued his work at Q2 to bring digital lending experience to some of the most recognizable banks, credit unions, and FinTech companies globally.
Snehal also serves on the board of various high-growth, early-stage technology start-ups in the Financial Services and Healthcare industries.
He holds a master’s degree in software engineering from Carnegie Mellon and has previously worked with big-tech software firms, including Oracle and Adobe.
Listen to this insightful RIA episode with Snehal Fulzele about an advisor friendly client lending platform.
Here is what to expect on this week’s show:
- How many financial advisors spend more time on the assets side than the liability side of things.
- Why financial advisors should have lending capabilities.
- How AI software is helping financial advisors give the best advice to their clients.
- Why it’s important to know the different type of loans your customers need.
- How Cloud Lending Solutions has become a must-have tool for financial advisors.
Connect with Snehal:
Links Mentioned:
https://www.uptiq.ai/
Twitter
@UPTIQ_AI
LinkedIn
linkedin.com/company/uptiqai
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