Institute for Innovation Development
HQ Address
35246 US Hwy 19N #331, Palm Harbor, FL, 34684, United States
Website Address
Relevant Regions
Business introduction
The Institute for Innovation Development is a financial services innovation platform, network, and member benefit organization that proactively supports financial industry thought leadership and the innovative efforts of member firms to drive the industry into the future
William Hortz, Founder and Dean, Institute for Innovation Development, is a financial services innovation writer, speaker, thought leadership branding expert, & innovation consultant
The Institute for Innovation Development functions as an educational and business development catalyst for growth-oriented financial advisors and financial firms. Our mission is to increase awareness and motivate the usage of important innovations in thinking, operating approaches, and products/services for financial advisors, asset managers, RIAs, and industry executives.
We operate as an educational business innovation platform and unique network of FinTech companies, strategic industry vendors, and financial services firm members to openly share their unique perspectives and activities. The goal is to stimulate open thought leadership discussions on new or evolving industry approaches and thinking to facilitate next-generation growth, differentiation, and unique client/community engagement strategies.
The Institute works to arm the industry with the needed mindsets and innovative tools/services to thrive in our new financial industry operating environment driven by an accelerating and “compounding” rate of business and cultural change.
Business Overview
Expertise in Financial & FinTech Innovation Reporting, Thought Leadership Positioning & Branding, Content Development.
Capabilities: Strategic Content for financial innovators, Keynote Speaker, industry panel/webinar/podcast moderator/facilitator, and innovation consulting.
Customers
We actively seek, engage, and promote key innovative firms and leaders in 4 key areas:
- Financial Technology companies (FinTech, WealthTech, InsurTech, AdviceTech, RegTech)
- Progressive Money Managers, Wealth Managers, and investment/research tools (InvesTech)
- New art & science of client/community engagement strategies (AI/CX/RIA firms)
- Modern practice/business management tools & approaches for industry business model innovation
Partners
The Institute was launched with the support and foresight of our founding sponsor members and strategic partners - Ultimus Fund Solutions, FLX Networks, TIFIN, ETF Global, MSCI Wealth, The Wealth Mosaic, SME Forum, Advisorpedia, Pershing, Fidelity, Voya Financial, and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines).
Key Data
Year founded
2013employees
2-10offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Institute for Innovation Development Solutions
Institute for Innovation Development Membership
Institute for Innovation Development membership provides a unique financial services business innovation and thought leadership engagement platform for financial innovators across the industry providing a differentiated strategy to enhance or develop a multi-pronged approach to traditional marketing/PR efforts. The Institute strategically consults and collaborates with member firms to develop and launch......
business needs
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
- Proposition Design, Development & Delivery
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
