The Connector Podcast - WealthTech Live in Zürich 2024 - All Stars Session

The Connector.

Prepare to be enchanted by the future of finance as we unpack the Swiss WealthTech revelations! Our latest episode is a treasure trove of insights featuring the brilliant minds of Effy and Olga alongside industry trailblazer Urs. Together, we dissect the seismic shifts occurring at the nexus of technology and wealth management. Effy guides us through the labyrinth of Large Language Models that are transforming financial tools with unprecedented speed and accuracy, while Olga illuminates the path towards a perfect harmony between the personal touch and the might of machines in wealth advising. We muse over the pivotal role of customer education and experience, and Urs offers a visionary perspective on how advisors are reshaping their roles into those of mentors and coaches through the power of technology.
But that's just the tip of the iceberg. Strap in for a thought-provoking exploration of the wealth management landscape, where collaboration and technology converge in an electrifying dance. We probe the critical need for the industry to weave itself into the broader financial ecosystem to stay ahead of the curve. With a keen eye on the horizon, we celebrate the burgeoning synergy of tech tools and individual advisors, poised to redefine service and client engagement. This episode is an ode to the pioneers and the promise of a future where accessibility to high-end technology democratizes the playing field, stirring an optimistic wave of change throughout the wealth management realm. Join us, and witness the dawn of a new era where agility and collaboration are not just buzzwords, but the catalysts for an industry revolution.

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Koen Vanderhoydonk
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#FinTech #RegTech #Scaleup #WealthTech

Chapters

1. The Connector Podcast - WealthTech Live in Zürich 2024 - All Stars Session (00:00:00)

2. Wealth Tech and AI in Banking (00:00:01)

3. Embracing Technology and Collaboration in Management (00:11:39)