Exhibit A with Michael Batnick & Matt Cerminaro | E376

Making market data beautiful and effective

In this episode of FinTech Impact, host Jason Pereira interviews Matt Cerminaro, Chief Product Officer, and Michael Batnick, CEO of Exhibit A. Exhibit A is a charting and visualization tool for financial advisors that originated from the Riol Wealth Management team. This custom-branded platform simplifies complex data into clean, daily-updated visuals, making it easier for advisors to communicate with clients. Matt and Michael discuss the platform's origin, its development challenges, the importance of simplicity in financial charts, and their plans for ongoing innovation. The duo shares their commitment to improving client communications and their proactive approach in updating and improving their tool based on user feedback. Early feedback has been positive, highlighting the tool’s value in replacing or complementing the need for an in-house analyst.

Episode Highlights:

00:00 Welcome to FinTech Impact

00:03 Introducing Exhibit A

01:34 The Origin Story of Exhibit A

06:04 Matt's Journey to Exhibit A

11:03 The Importance of Simplicity in Financial Charts

18:20 Future Enhancements and Vision for Exhibit A

21:16 Pushing Forward with Early Adopters

22:02 Daily Data Updates: The Technical Side

23:53 Value Proposition and Pricing

24:47 Customizable Decks and Automated Workflows

26:44 Early User Feedback and Success Stories

31:31 Challenges and Overcoming Obstacles

34:02 Excitement and Motivation in Tough Markets

36:40 Conclusion and Final Thoughts

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Exhibit A

Michael Batnick - LinkedIn

Matt Cerminaro - LinkedIn