ABOUT THIS PODCAST 🔗
Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
Update frequency:
semiweekly
Average audio length:
29 minutes
English
United States
62 episodes
since March 11, 2020
episodic
LATEST EPISODE 🔗
The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds.
…
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PREVIOUS EPISODES 🔗
COVID-19 had a profound impact on the retirement plans of many Americans. Due to the financial and lifestyle upheavals caused by the pandemic, some people are retiring earlier than they originally planned while others are delaying their retirement and working longer. These developments—along with c…
SRI has been attracting considerable interest in recent years—particularly among Millennials and younger investors who are more inclined to make money while feeling good about doing it.
In addition to being guardians of the planet, socially responsible businesses are expected to treat their emplo…
Financial advisors are navigating increasingly complex waters when it comes to regulatory compliance thanks in large part to the digital revolution that has made compliance issues more numerous and complicated than ever.
Compliance priorities have taken on a broader risk mandate to include ESG, c…
Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect to client journey in an elegant and digital approach. In order to do so, advisors need the latest tools that are helping firms deliver personalization at scale to differentia…
One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated applications.
Learn from these experts on how you can str…
The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging technology to better work with clients and gain operationa…
The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can potentially deliver.
Ben Cruikshank, president of Fl…
The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functionality in exchange for efficiencies and a unified experience.
But can advisors obtain the best of b…
The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pre-emptive ESG recommendations to automated creation of …
Disclaimer: The podcast and artwork embedded on this page are from WealthManagement.Com, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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