Trevor Greenway | Source | Co-Founder & CEO at interVal
Trevor Greenway
Trevor Greenway is the Co-Founder and CEO of interVal, a leading SaaS that empowers Wealth Management Firms, Financial Institutions, and Accounting Firms with real-time opportunities and actionable next steps—so they can prioritize time where it matters, and help their SMB clients grow. With 11 years of experience in the M&A space, Trevor started interVal in 2018, leading Sales and Business Development, focusing on enhancing the User Experience and driving growth.
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interVal
Co-Founder & CEO
started Jan 2018
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The WealthStack Podcast: Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway
InterVal's Trevor Greenway details how wealth managers can act as the “quarterback” for business owners through the innovative use of technology.
Podcast -
FusionIQ and interVal Team Up to Target Next Big Digital Gold Rush - Dwealth.news
In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for FAs have never been higher.
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Trends in SMB Space Present Opportunities for Wealth Managers
interVal Co-Founder and CEO, Trevor Greenway shares some fantastic insight about the impact the wealth transfer will have on small and medium sized busiensses (SMB).
Podcast
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AI in Fintech: Efficiency with Purpose and Ethical Practices
Trevor envisions AI in fintech enhancing efficiency, allowing experts to focus on human-centric tasks. He warns of AI's false security due to unequal model quality. While over-reliance can't be stopped, ethical AI practices can mitigate risks. Trevor emphasizes using AI to solve meaningful problems while protecting data.
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"The key to successful software implementation lies in deconstructing the platform concept. This means envisioning platforms as dynamic ecosystems that can evolve over time rather than static monoliths that must be built in entirety from the start. By adopting this hybrid mindset, organizations in banking, accounting, and beyond can mitigate risks, enhance adaptability, and achieve quicker returns on their technology investments."
