Name: Sheryl O’Connor
Title: Chief executive officer and founder
Company: WealthConductor
Web Address:

Sheryl O’Connor is founder and CEO of WealthConductor, which offers the software-as-a-service (SaaS) IncomeConductor that allows advisors to develop customized income plans for their clients, then track and update those plans throughout retirement.

What does your firm do/offer within the fintech sector?

IncomeConductor is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be efficiently and compliantly tracked and managed throughout retirement. We don’t guess or project probabilities – we provide a written plan that gives retirees the confidence they won’t run out of money and the peace of mind they deserve. 

Our platform is product agnostic, extremely intuitive and can be easily adapted to any country’s retirement structure or currency. We not only offer a strategy that clients love but a technology and advisor support program that quickly turn our advisors into retirement income specialists.

What area/s of fintech do you believe will grow the most in the coming 5 years?

The areas I believe will grow the most will provide strategies that meet the most pressing needs of clients and also allow financial professionals to redefine their value proposition to those clients while providing the efficiencies of scale they need to compete and quickly grow their business. We will also see the regulatory market driving solutions that protect the client, especially aging clients who are the greatest risk of fraud and personal mismanagement of their finances due to declining physical and mental faculties. 

The idea that one technology or platform will be able to meet the needs of clients from birth to death is a fantasy. Technology that focuses on solving specific problems for sectors of the market and can ‘plug and play’ with other tools will be the most successful. Just as the financial professional is finding that specialization is the key to success, the fintech providers must move away from a generalist approach and specialize.  

What are the biggest problems facing the fintech industry in the future?

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