Deepening Client Relationships | Genivity UBS Finalist

When our team shows up to work every day, we’re driven by the idea that we’re doing things different, that we’re fundamentally changing how financial planning will operate in the future.

That’s why we’re thrilled when someone else takes note of the innovation happening at Genivity. Genivity has been selected as a top-ten finalist from over 400 applicants in the UBS Future of Finance Challenge in the Deepening Client Relationship category.

The challenge put on by UBS is “open to start-ups and established, growing companies that think they can change the way finance works and how banks meet their clients’ needs – delivered this year in collaboration with Deloitte and 100% Open.” The Genivity team is excited to be competing alongside other companies who are changing the financial planning game. We are especially proud of the fact that we were selected in a category dedicated to deepening client relationships, as that’s where we feel HALO truly shines for advisors.

The UBS challenge culminates on October 29th + 30th in New York City where Genivity will give a presentation on HALO alongside the other finalists.

About Genivity

Genivity was founded on the idea that the more you know about your health, the better decisions you can make about your financial future. As we strive to complement the existing relationship with your financial advisor, we’re empowering you to enjoy your retirement and be confident that your wealth will be there for the next generation.

Planning for future health care costs has always been the outlier. It has derailed individuals who thought they had enough saved for retirement and disrupted what should otherwise be a relaxing time of life. Genivity has always been, and always will be, dedicated to helping fix this problem.

Genivity wouldn’t be what it is without the financial advisors who put their trust in our technology and solutions. We’re thrilled to help deepen the relationship between financial planner and advisee and change the nature of the financial planning game as we know it.

Thanks to UBS for selecting Genivity as a finalist and thanks to you for all your support of the hard work we’ve been doing here.