Resource Library

Charlie User Review – Custodian Financial Group

Review by Jason Rance, Custodian Financial Group
September 1, 2017
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Video: FinTech Lab Video – Episode 12

FinTech Lab panel trials Charlie and provides feedback
August 8, 2016
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AdviserVoice/Zurich FinTech Lab – Episode 12, ‘Charlie’ from…

AdviserVoice/Zurich FinTech Lab
August 8, 2016
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Facing Facts: Email is Broken (White Paper)

2016 Charlie White Paper
July 31, 2016
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Facing Facts: Email is Broken (White Paper Abstract)

2016 Charlie White Paper (Abstract)
July 30, 2016
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Video: FinTech Lab Video – Episode 11

CIO James Lewis pitches Charlie to FinTech Lab
July 4, 2016
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AdviserVoice/Zurich FinTech Lab – Episode 11, ‘Charlie’ from…

AdviserVoice/Zurich FinTech Lab
July 4, 2016
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