Technology
Product Overview
Feature Highlights
Documents & Policy ManualCompliance CalendarPersonal Trading Manager
Joot Labs
Joot Labs: Research HubCommunications Compliance ProductSEC Exam & Audit Preparation Tool
Services
Registered FundsMock SEC ExamRIA RegistrationRIA Marketing
Resources
BlogNewsletterEvents
About
Meet The TeamOur Partnerships
Contact
Login

Topic Interview

Check out our interview series with leading professionals in the financial services industry. We're excited to share engaging conversations on a range of compliance-related topics.

Return to Joot Blog
Will AI Revolutionize Regtech? Part 3: If You Build It
09/28/2021

Will AI Revolutionize Regtech? Part 3: If You Build It

Realize the value of building AI-driven fintech and regtech solutions and get practical advice for starting your own AI project.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Cal Al-Dhubaib
Cal Al-Dhubaib
CEO, Pandata
Straight Talk: A Discussion with Eric Powell, Part 1
05/11/2021

Straight Talk: A Discussion with Eric Powell, Part 1

Read Part 1 of our interview with Eric Powell, founder of RightPlan Financial and the Future Mill, to learn what registered investment adviser (RIA) firms can do for their clients, what it means to build trust, how to leverage technology to manage compliance, and other fun stuff.

Karen Mauk
Karen Mauk
Director of Marketing, Joot
Joot Interview Series: Episode 6
12/03/2019

Joot Interview Series: Episode 6

In our third interview, Bo Howell speaks with the newest member of Joot, Charles Black, to discuss SEC exams.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Joot Interview Series: Episode 3
10/08/2019

Joot Interview Series: Episode 3

Welcome back to the conclusion of our interview between Bo Howell and Cynthia Custer.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Will AI Revolutionize Regtech? Part 2: It’s a Work in Progress
08/31/2021

Will AI Revolutionize Regtech? Part 2: It’s a Work in Progress

Discover how some financial services firms are currently leveraging artificial intelligence and machine learning in fintech and regtech.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Joot Interview Series: Episode 8
12/17/2019

Joot Interview Series: Episode 8

Bo Howell concludes his discussion with Charles Black about the DO's and DON'Ts of SEC exams.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Joot Interview Series: Episode 5
11/19/2019

Joot Interview Series: Episode 5

Welcome back to our second Joot interview, Part 2 of 2.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Joot Interview Series: Episode 2
10/01/2019

Joot Interview Series: Episode 2

Welcome back to part 2 of our interview between Bo Howell and Cynthia Custer.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Straight Talk: A Discussion with Eric Powell, Part 2
05/25/2021

Straight Talk: A Discussion with Eric Powell, Part 2

Learn about Eric Powell's advice for financial advisers in leveraging compliance technology to grow their business and build trust with clients.

Karen Mauk
Karen Mauk
Director of Marketing, Joot
Joot Interview Series: Episode 7
12/10/2019

Joot Interview Series: Episode 7

Bo Howell continues his discussion with the newest member of Joot, Charles Black, about SEC exams.

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Joot Interview Series: Episode 4
11/12/2019

Joot Interview Series: Episode 4

Welcome to our second Joot interview, Part 1 of 2 (about 15 minutes).

Bo Howell
Bo Howell
Cofounder, CEO, Joot
Joot Interview Series: Episode 1
09/24/2019

Joot Interview Series: Episode 1

Welcome to our first Joot interview.

Bo Howell
Bo Howell
Cofounder, CEO, Joot