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Kyle Van Pelt - The Future Of Fintech
Manage episode 260226235 series 1454631
Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS & C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate about golf, craft coffee, southern cooking, the ATL falcons and charitable works.
Tune in to hear:
What we can learn from financial failures
Why a fintech revolution/upheaval likely won’t replace the role of financial professionals
Why a “one click” approach modeled on tech giants like Amazon, Netflix and Uber may not be suitable for behavior-based financial technologies
How financial professionals could become even more crucial l in a world where trades happen with increased ease and convenience
How to start a conversation around charitable giving with your clients
Why you shouldn’t be afraid to humble brag
Twitter: KyleVanPelt
302 episodes
Manage episode 260226235 series 1454631
Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS & C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate about golf, craft coffee, southern cooking, the ATL falcons and charitable works.
Tune in to hear:
What we can learn from financial failures
Why a fintech revolution/upheaval likely won’t replace the role of financial professionals
Why a “one click” approach modeled on tech giants like Amazon, Netflix and Uber may not be suitable for behavior-based financial technologies
How financial professionals could become even more crucial l in a world where trades happen with increased ease and convenience
How to start a conversation around charitable giving with your clients
Why you shouldn’t be afraid to humble brag
Twitter: KyleVanPelt
302 episodes
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