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EP 66: Wealth Management Gets An AI Makeover: Mehdi Fichtali of FinaMaze

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Manage episode 386938699 series 3333728
Content provided by Arjun Singh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arjun Singh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of Couchonomics, Arjun was joined on the couch by Mehdi Fichtali, CEO & Founder of FinaMaze, MENA's first AI digital wealth manager.
Founded by a highly experienced team with decades of track record in capital markets and asset management, their hybrid human/machine teams are currently managing hundreds of portfolios. We spent a fair amount of the episode breaking down AI's role in wealth management and the need for a product like FinaMaze.
In the episode, Arjun and Mehdi spoke about:

  • Their general frustration with traditional investment options
  • The pitfalls of using trading platforms without proper training
  • The wealth management industry's failure to educate customers
  • FinaMaze's process of tailoring micro-portfolios for individual clients
  • The way they’ve partnered human decision-makers with AI
  • Challenges in B2C wealth management
  • What differentiates FinaMaze from other "robo-advisors"


This is a great episode for AI enthusiasts, those working in wealthtech or wealth management, and anyone trading in their personal capacity.

Our website 👉 https://bit.ly/3jk7UH0
Couchonomics with Arjun Season 03 is brought to you by our partners:

Find us on our social media platforms:

Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 386938699 series 3333728
Content provided by Arjun Singh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arjun Singh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of Couchonomics, Arjun was joined on the couch by Mehdi Fichtali, CEO & Founder of FinaMaze, MENA's first AI digital wealth manager.
Founded by a highly experienced team with decades of track record in capital markets and asset management, their hybrid human/machine teams are currently managing hundreds of portfolios. We spent a fair amount of the episode breaking down AI's role in wealth management and the need for a product like FinaMaze.
In the episode, Arjun and Mehdi spoke about:

  • Their general frustration with traditional investment options
  • The pitfalls of using trading platforms without proper training
  • The wealth management industry's failure to educate customers
  • FinaMaze's process of tailoring micro-portfolios for individual clients
  • The way they’ve partnered human decision-makers with AI
  • Challenges in B2C wealth management
  • What differentiates FinaMaze from other "robo-advisors"


This is a great episode for AI enthusiasts, those working in wealthtech or wealth management, and anyone trading in their personal capacity.

Our website 👉 https://bit.ly/3jk7UH0
Couchonomics with Arjun Season 03 is brought to you by our partners:

Find us on our social media platforms:

Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E

  continue reading

96 episodes

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