John Mackowiak of Advyzon on connecting with clients over tech stacks

Advyzon's CRO on connecting with clients over tech stacks

John Mackowiak and Justin Mack at 2023 Future Proof — Advyzon CRO John Mackowiak talks tech with reporter Justin L. Mack at Future Proof 2023.

As 2024 begins and temperatures on Wall Street plummet, allow Financial Planning to transport you back to warmer days and one of the hottest wealth management events of 2023.

Financial Planning is taking a special look back at Future Proof Festival, a one-of-a-kind industry gathering that attracted nearly 3,000 financial advisors, wealth management executives, fintech leaders, emerging startups, rap icons and more to Huntington Beach, California, during the second week of September.

Our walk down memory lane is a series of exclusive interviews with insiders and newsmakers conducted by Financial Planning Wealthtech Reporter Justin L. Mack, who also served as a panel moderator during the event.

In this clip, Mack chats with John Mackowiak, chief revenue officer at Advyzon. Mackowiak found plenty to like about the beachside gathering — "breakthrough" meetings, margarita stands and even freshly flown-in barbecue — but what he was really enjoying was the opportunity to see customers in person.

"I like to connect with our clients more than anything else," Mackowiak told Mack. Naturally, advisor tech was a big part of those conversations.

"[I'm] really talking to folks about their tech stack — maybe it shouldn't be quite the stack that they have because it was best in breed 10 years ago, maybe that isn't the case anymore," Mackowiak said. "And I think where we're seeing things move is toward consolidation of technology, whether that's vendors acquiring one another or, like we're doing at Advyzon, building everything in house so we can really provide a differentiated experience, rather than just plugging in different pieces of a tech stack."

Watch the full interview with John Mackowiak below.