As Co-Founder of Simplify'd Solutions, Mike McCarthy brings a wealth of experience and expertise in financial management and technology-driven solutions. With a distinguished background as a Managing Director and Private Banker at Deutsche Bank Wealth Management, Mike has honed his skills in structured finance, financial...
As Co-Founder of Simplify'd Solutions, Mike McCarthy brings a wealth of experience and expertise in financial management and technology-driven solutions. With a distinguished background as a Managing Director and Private Banker at Deutsche Bank Wealth Management, Mike has honed his skills in structured finance, financial analysis, and customized wealth planning, serving high-net-worth individuals and families. His extensive career spans over three decades, during which he has held pivotal roles in the Capital Markets departments of prestigious institutions such as Citicorp Investment Bank, Bankers Trust, and Chicago Corp.
At Simplify'd, Mike is at the forefront of revolutionizing document-based workflows through the integration of Artificial Intelligence (AI) and Robotic Process Automation (RPA). The company’s innovative approach streamlines complex processes, enabling organizations to achieve faster, error-free operations while realizing significant cost savings. By offering subscription-based solutions that seamlessly align with existing ERP and CRM systems, Simplify'd eliminates the need for costly software purchases and consulting implementation, making advanced technology accessible to a broader range of businesses.
Mike's vision for Simplify'd is rooted in his commitment to enhancing operational efficiency and driving transformative change in the financial services industry. His deep understanding of the intricacies of wealth management and capital markets allows him to identify unique opportunities for optimization and growth. As he leads key projects at Simplify'd, Mike continues to leverage his extensive knowledge and network to empower organizations to navigate the complexities of modern business with confidence and agility.
