Innovating the Client Experience at CircleBlack


Recorded at the T3 Advisor Conference 2022.  Presented by:

Advisorpedia interviewed Sarah Rasmuss, head of product at CircleBlack, at the T3 Advisor Conference in May, 2022.

Resources: CircleBlack

Related: What’s Driving Innovation in the FinTech Space


Shannon Rosic  00:05

CircleBlack is always one tech company to watch in our space. I'm joined today by their chief product officer Sarah Rasmuss. Sarah, thank you so much for joining me,

Sarah Rasmuss  00:13

I'm delighted to be here.

Shannon Rosic  00:15

CircleBlack is always innovating. And you've added a lot of features since 2021. Talk to me about that a little bit. . .

Sarah Rasmuss  00:22

Really excited by the quantity of features that we released in 2021, particularly at the beginning of the year, we launched an entirely new advisor dashboard. This provided for really exceptional user experience for our customers, and the ability for them to customize it exactly to their day to day needs. But as a product, I'm really excited about the backend technology as well. So we implemented a completely new redesign of the API library. And that's all supported by a really elegant front end design library. What that means for us and for our customers is that we can deliver features faster. And so in the back half of 2021, we were able to add five new performance reports and six integrations across financial planning, risk and compliance.

Shannon Rosic  01:04

Well, that's fantastic. Talk to me a little bit about your client portal, and maybe some exciting announcements here at T3

Sarah Rasmuss  01:10

We're really excited with the great progress that we were able to make with the advisor dashboard. So we're bringing that same thinking into the client portal space and have been hard at work on it. And we provided a sneak peek at T3, but it's going live soon a brand new client portal experience. And that has that same customizability but really attractive modern clean interface as well.

Shannon Rosic  01:31

Let's talk product roadmap at CircleBlack. Obviously, you're very busy. But what can folks expect going into the future?

Sarah Rasmuss  01:37

Well, we're certainly going to continue to invest especially in the client portal. And we've gotten great traction with our white label mobile apps for Android and iOS, so expect more features in that space. In addition, with all of the great progress on the advisor dashboard and the client portal will continue to add to core reporting and rebalancing capabilities to really round out the experience for our advisors and investors.

Shannon Rosic  01:59

Well, at the end of the day, it's all about the client experiences. Sarah, thank you so much for your time.

Sarah Rasmuss  02:04

Thank you for having me.

Shannon Rosic  02:05

For Advisorpedia, I'm Shannon Rosic.