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Simplifying Estate Management with Jonathan Fishbeck and Tony DUrso

Jonathan is the CEO of EstateSpace, which has developed the world’s first asset management solution that provides a single point of record for a family’s physical assets.

Jonathan provides information regarding managing your valuable physical assets, increasing and protecting the value of your assets and transitioning your family’s generational wealth.

He says “The true value of houses, boats, cars, jewelry, collections and other physical assets is often overlooked and they become a nightmare. The transition of wealth process on average takes 16 months, 570 hours and over $30,000 in out of pocket expenses as assets have historically been managed on pieces of paper living somewhere inside a file cabinet – until now.”

Insider Tips

Here’s an Insider’s Brief about How IBM Cloud for Financial Services helps banks address security and compliance requirements, while protecting consumer’s most valuable information.

With us is Prakash Pattni, Managing Director, Financial Services Digital Transformation EMEA, IBM.

We discuss;

  • How every industry has experienced major changes with the global pandemic.
  • What has changed the most in the financial services industry
  • What are some of the biggest challenges financial institutions are facing today.
  • What should consumers know about how their data is protected with online banking.
  • What are some of the key business trends you think will transform this industry.
  • That IBM has been focused on financial services and has a history with clients in this space.

For more information, please visit: IBM.com/cloud

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