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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

Learn more at https://www.ImpactCommunications.org

  1. All Episodes
  2. 2026

Bringing Transparency to Alternative Investment Data with Stacy Chitty and Henry Zelikovsky

Jun 8, 2026

In this Swift Chat conversation, Marie Swift speaks with Stacy Chitty of Blue Vault and Henry Zelikovsky of Softlab360 to discuss how better data and modern technology are transforming the way financial advisors and asset managers evaluate alternative investments.
 
The conversation explores Blue Vault’s new research...

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T3 Hot & Happening 2026 – Part 3: Data, Workflows, and the Human Side of AI

May 21, 2026

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what’s next in the financial services industry. From AI University to...

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T3 Hot & Happening 2026 – Part 2: AI, Automation, and the Future of Advice

May 4, 2026

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what’s next in the financial services industry. From AI University to...

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T3 Hot & Happening 2026 – Part 1: Building Smarter Advisor Relationships with Maximizer

Apr 7, 2026

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what’s next in the financial services industry. From AI University to...

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Agentic AI, GenAI, WealthTech Knowledge, T3, and more with John O'Connell

Jan 13, 2026

John O'Connell of The Oasis Group and Marie Swift of Impact Communications dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and so much...

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