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
Michael Batnick - LinkedIn
Matt Cerminaro - LinkedIn