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InvestorKeep: The Digital Piece to the Digital/Human Hybrid Model says Michael Dailey

kokou adzo



Michael Dailey InvestorKeep

First of all, how are you and your family doing in these COVID-19 times? 

Michael Dailey: The family is doing well, as are all the InvestorKeep team and their families. We are making the most of an unprecedented situation.

Tell us about you, your career, how you founded InvestorKeep

Michael Dailey: My background in finance as I enjoyed tenures at RBC, Bank of America, and Morgan Stanley. I founded the company in January of 2018 with the idea that we could remove the vulnerabilities of the forgotten customers of financial institutions by bringing greater transparency to their financial accounts.

How does InvestorKeep innovate? 

Michael Dailey: Innovation is about culture. Our goal is not innovation for the sake of novelty. Rather our goal is to solve the problem for our customers in the most efficient way possible, and one of the chief ways you accomplish that is by making the complex simple. When you create a culture of learning, fearless discovery and development, and checking your ego at the door, innovation is a natural by-product.

How the coronavirus pandemic affects your business, and how are you coping?

Michael Dailey: Covid-19 impacted our early adopters. We work with small to mid-size financial institutions, and immediately following the pandemic, their focus was on SBA and PPP loans. They were inundated with helping their customers handle the immediate effects of the global pandemic. They simply didn’t have the capacity to launch a new product. That is the bad news. The good news is that these same financial institutions (as well as the entire finance industry) also recognized the need to move to a digital/human hybrid model is an absolute imperative. InvestorKeep platform is a turnkey solution for that digital component.

Did you have to make difficult choices, and what are the lessons learned?

Michael Dailey: Circumstances do not make or break you; they reveal you. The current environment brought out the best in our team, our investors, and our supporters. The pandemic exposed the great need for our product in the financial industry, and our stakeholders are more committed than ever.

How do you deal with stress and anxiety? How do you project yourself and InvestorKeep in the future?

Michael Dailey: As cliché as it sounds, John Maxwell was right when he declared, “Teamwork makes the Dreamwork.” Stress and anxiety either force you to separate yourself and go internal, or your team coalesces and rise to the occasion.

The InvestorKeep team has designed a product of great value and is excited to be at the forefront of creating real value for financial institutions and their customers. The best is yet to come.

Who are your competitors? And how do you plan to stay in the game?

Michael Dailey: Our competitors are the robo-advisors and digital banks pouring incredible amounts of money into digital marketing to gain market share. Our partners (small to mid-sized financial institutions) now see InvestorKeep as a platform that removes their customers’ vulnerabilities, amplifies their financial professionals’ voice, and creates transparency that aligns the customer and the financial professional’s best interest.

Your final thoughts

Michael Dailey: IK’s platform offers financial snapshot and monitors customer’s financial accounts and alerts them to areas of concern or opportunity and allows them to share those alerts with their financial professional.

It is a uniquely designed hybrid digital/human platform that enhances the relationship with customers

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Kokou Adzo is the editor and author of He is passionate about business and tech, and brings you the latest Startup news and information. He graduated from university of Siena (Italy) and Rennes (France) in Communications and Political Science with a Master's Degree. He manages the editorial operations at

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