Perfectly Aligned by Datalign Advisory
Perfectly Aligned is a podcast by Datalign Advisory that explores AI, finance and the future of financial technology.
From our home in Cambridge, we talk with innovators and entrepreneurs from the likes of Amazon, Google, MIT and beyond—uncovering how technology and human insight are reshaping the way Americans find and receive financial advice.
Because in a world full of noise, perfectly aligned guidance isn’t just helpful—it’s essential.
Listen on:
Episodes
Tuesday Nov 25, 2025
Tuesday Nov 25, 2025
In this episode, Julian Franky (Director of Growth) and Matt Hartman (Data Scientist) break down one of the core engines behind our platform: the second-price auction.
If you're focused on organic growth and want to better understand how to attract ideal-fit clients without wasting time or budget, our team is here to guide you through it all—from determining true value to the onboarding and optimization process.
Connect with Datalign:
Website: https://datalign.com
Instagram: https://www.instagram.com/datalignadvisory/
LinkedIn: https://www.linkedin.com/company/datalignadvisory/
Facebook: https://www.facebook.com/datalignadvisory
Connect with our Hosts:
Matthew Hartmann: https://www.linkedin.com/in/matthew-hartmann
Julian Franky: https://www.linkedin.com/in/julian-franky/
In this episode, we explore:
- How “second-price auctions” work—and how it impacts bidding strategy - What it means to bid your “true value” and how it impacts cost - How to calculate return on investment using conversion rates, client cash flow, and expected value - The role of geographic targeting and segment-specific pricing in campaign effectiveness - What top-performing advisory firms on Datalign do differently - Why partnering with an AI-powered platform is essential for scalable growth
Timecodes: 00:00 – What is the Second Price Auction: Trailer 00:40 – Meet the hosts 01:02 – What is a second price auction? 01:57 – What's the difference between a first and second price auction? 03:14 – What is “true value” in an auction and why does it matter? 05:05 – How do you calculate true value in a second price auction? 07:12 – How do financial advisors determine the value of a client? 09:41 – How does Datalign Advisory ensure quality and fairness for both users and advisors? 11:08 – What is the ROI of organic digital growth for financial advisors? 13:08 – What are best practices for success on the Datalign platform? 14:05 – How can financial advisors grow beyond referrals? 14:30 – How does Datalign Advisory meet the needs of younger, digital-first clients? 15:00 – What is the role of data analytics in Datalign’s decision-making? 16:20 – How does Datalign help advisors expand into new markets? 17:30 – What are the key factors in calculating client value for advisors? 18:40 – How do advisors use geographic data to find new opportunities? 19:50 – What is the importance of volume and statistical significance in lead generation? 21:00 – How can financial advisors ensure long-term growth using Datalign? 22:10 – What is the “Great Wealth Transfer” and how does it impact financial advisors? 23:00 – Where can you learn more about Datalign Advisory?
Datalign Advisory connects people with the right financial advisor for them; using powerful technology and the ingenuity of a Cambridge-based startup. Our podcast, Perfectly Aligned, offers insights from our unique perspective as an AI-powered company operating at the intersection of data, innovation and financial advice.
Follow us as we explore the worlds of finance and AI with the people behind them!
Tuesday Nov 25, 2025
Tuesday Nov 25, 2025
In this pilot episode, we sit down with Satayan Mahajan, CEO of Datalign Advisory, to explore his remarkable journey from MIT to pioneering motion technology that influenced Nintendo's Wii, to developing innovative products at Amazon, and ultimately to transforming how Americans find financial guidance. Satayan shares how the "beginner's mind" philosophy has guided his career across multiple industries and why this fresh perspective is exactly what financial services needs today.
In this episode, you'll discover:
How creating the world's first wireless motion capture system led to insights about innovation and consumer behavior
Why AI has been transforming industries since the 1950s (and what's actually new about today's generative AI revolution)
The Amazon principles of discipline, rigor, and customer obsession that Satayan brings to financial technology
Why the "beginner's mind" philosophy enables breakthrough innovation by questioning industry assumptions
What "perfectly aligned" really means and how it evolves through every life stage
Why someone without financial industry experience might be the perfect person to revolutionize financial advisory
Links & Resources
Visit our website: http://www.datalignadvisory.com/
Connect with us on LinkedIn: https://www.linkedin.com/company/datalignadvisory/
Connect with Satayan on LinkedIn: https://www.linkedin.com/in/satayanmahajan/
Datalign Advisory connects people with the right financial advisor for them; using powerful technology and the ingenuity of a Cambridge-based startup. Our podcast, Perfectly Aligned, offers insights from our unique perspective as an AI-powered company operating at the intersection of data, innovation and financial advice.
Follow us as we explore the worlds of finance and tech with the people behind them!