In Charge Champions Financial Literacy with Digital Platform for Advisors

As Canadians increasingly seek out financial literacy, one firm is using technology to modernize the financial services landscape.

Driven a passion for combining the digital with the human, Ontario’s In Charge Inc. streamlines data collection for financial advisors while improving the literacy and confidence of their clients.

In Charge achieves this goal through HeyKyra, a digital platform that helps advisors cultivate and maintain high-trust relationships with clients.

“We are deeply committed to reshaping the financial services landscape, driven by a profound passion for digitally enhanced human advice,” the company states online. “Our innovative platform HeyKyra bridges knowledge gaps for clients while fostering transparent and trusted relationships between advisors, prospects, and clients.”

HeyKyra assists in data collection via digital market surveys, then nurtures potential prospects while optimizing converting them into clients. Data visualizations track and report progress for advisors.

Clients benefit as well as advisors by better understanding their finances and unlocking new insights, according to Shalicia Harris, who founded In Charge in Hamilton, where she is involved at Hamilton Hive, a local nonprofit which empowers young professionals to reach their full potential. 

“We make talking about money easy with financial advisors by levelling the playing field with personalized financial insight,” she says. “Our platform HeyKyra helps both advisors and individuals get the solutions they need faster.”

Harris is currently working with Desjardins’ Discovery Series, a podcast that promotes peer-to-peer learning and the sharing of best practices within finance.

“We’re helping advisors create a new standard of financial literacy by making it personalized and seamlessly integrated into every advisor-client touchpoint,” Harris said recently.

Canadians have an opportunity to meet Harris and the rest of the IHF cohort on November 30th at the annual Demo Day in downtown Toronto.

At the event, startups will showcase their companies and network with industry, investors, and leaders across the tech and financial services spaces.

Past cohorts have included startups such as Calgary’s ZayZoon, Toronto-based PolicyMe, and Calgary’s Woveo.