We are excited to welcome Joel Schiffman to the Advisory Board of INSTINCT! Joel brings a rare combination of strategic insight, operational expertise and deep industry relationships. His guidance will help accelerate our mission to transform how investment managers deliver client reporting and digital experiences.
With a distinguished background and a keen eye for the client experience, Joel has a proven track record of helping financial firms build AUM, modernize their operations and enhance client engagement across both institutional and retail domains.
Joel shared his enthusiasm, stating, "I’m excited to join Instinct’s Advisory Board. Instinct is reimaging how firms deliver client reporting, fund communications and digital experiences – all with speed, precision and scale. They’re helping leaders across the industry modernize factsheets, portals and reporting systems with an unmatched platform that’s data agnostic, logic rich and built for real time delivery.”
Joel further emphasized what sets Instinct apart:
A powerful, data-agnostic platform A 150,000+ logic engine to handle fund data, localization rules, compliance, and branding Real-time dashboards and anomaly detection for audit-ready, scalable delivery Fully integrated digital and PDF outputs, all tailored, fast, and accurate He added, "It’s an exciting time to support a platform that’s rethinking the operational burden and client experience challenges that so many of us in the industry have dealt with firsthand."
As Instinct continues to grow and evolve our cutting-edge digital reporting solutions, Joel’s insights and strategic guidance will be instrumental in shaping our product vision, go-to-market strategy, and industry partnerships.
Our CEO, Cassian Scott, commented, "We are delighted to welcome Joel to Instinct's Advisory Board and further bolstering our team in the United States. With his distinguished track record amplifying assets under management across institutional and retail sectors, and his operational expertise in cultivating strategic relationships, Joel's leadership will be invaluable. Joel will help to significantly bolster our mission to transform digital reporting and engagement for asset, investment, and wealth managers."
Charles Scott Plummer (Chair, Advisory Board) also commented, "It’s a pleasure to welcome Joel to the Instinct team. Joel's deep expertise as a dynamic financial executive will be instrumental in executing our go-to-market strategy. His intricate network of industry affiliations and his understanding of both institutional and retail client relationships will be invaluable as we bring the extraordinary value of our platform to investment managers globally."
Please join us in welcoming Joel Schiffman to the team!
