What happens when financial advisory software is built not just for numbers but for human insight? John Ripma sits down with Chris Shuba, CEO of Helios, to explore how Helios Quantitative is helping independent advisors compete with industry giants. From early builds in Excel and VBA to a scalable platform, this episode captures a bold philosophy in motion: “Disrupt or be disrupted.”
Podcasts Industry: Healthcare
The Product Puzzle: When Process Meets Vision
What happens when a CEO builds with a process-driven tech partner? In FutureX Ep 14 (Part 1), Chris Shuba shares what it takes to build a custom platform with an offshore team, where clarity, structure, and early investment reduce surprises and rework. A sharp roadmap for anyone scaling a tech product or choosing the right dev partner.
Workers’ Compensation Meets Next-Gen Tech
What does it take to digitally transform a law firm that’s been setting standards since 1991? In this episode of futureX, Bruce Albert and Gary Erland from A&M share how they moved from paper-heavy claims processes to AI-enabled solutions built with Experion, driving 30% faster claims processing and $15K/month in cost savings.