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“Products look for problems. Solutions solve problems.” – Innovating from Purpose with Alex Funk 

Season 3 Ep. 29 Alex Funk PortfolioMetrix

    Nominate Innovation Spotlight’s next expert.

    In this episode

    Every firm is under pressure to innovate. The ones that make real progress start by asking what the innovation is for. Communify's Mark Trousdale sits down with Alex Funk to talk about innovating with intent. 
     
    Alex Funk is CEO of PortfolioMetrix, an investment solutions business built around removing complexity for financial advisors and giving them back the space and time to focus on their clients. Outside investment management, Alex once rode horses professionally in South Africa – an experience he says taught him early on about time management, productivity and thinking about others. 

    In this episode of Innovation Spotlight, Alex shares how innovation becomes progress when it solves a problem that matters to both your business and your clients. 

    In this conversation: 

    • Why innovation needs intent, and the difference between a product and a solution 
    • Knowing the hero in your story – and using it to cut through the noise 
    • Why data is what brings investment stories to life – and how Communify helps PortfolioMetrix tell them 

    Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era. Click here to see more. 


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