Discussing all things fin and wealth tech. News and trends with great guests from all over the industry and the world.
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Wealth Tech Wrecks and the Platform Technology Arms Race
Danni Le Grande and Peter Worn from Finura discuss a very hectic time for the Wealth Tech sector.
They discuss the factors contributing to the demise of Creativemass and Advice Intelligence and their acquisition by GBST.
The platform technology arms race intensified following Hub24's acquisition of MyProsperity.
Some back-to-basics advice from the team for wealth managers considering their technology options.
AI vapourware predictions for the remainder of 2023.
13/09/2023
42:46
Quick Tips: Navigating Integrations in Advice Tech
Dive into the intricate world of fintech integrations in this quick tips episode with Danni & Dipal. From breaking down integration jargon to unmasking how they work, we offer quick and digestible insights for the tech-savvy and novices alike. If you've ever found yourself puzzled by the complexities of integrating multiple fintech tools, this is your guide to navigating the integration landscape. Enjoy!
22/08/2023
12:12
From Idea to Impact: Decoding the Fintech Journey with Worksorted's Founder, Dan Fitzgerald & CEO, Simon Betchley
Embark on an insightful exploration of the fintech landscape as we sit down with dynamic Founder, Dan Fitzgerald and CEO, Simon Betchley of Worksorted. In this podcast episode, Danni & Dipal chat with our guests as they share their personal journey, revealing the challenges and triumphs faced when starting and running a successful fintech venture. Gain exclusive insights into Worksorted's mission to address the pain points of financial advice businesses, and learn how they have leveraged innovation to make a tangible impact in the industry.
06/06/2023
43:42
Q1 Wealth Tech Wrap Up, Predictions, Start Ups, Digital Advice, QAR Noise and more..
Danni and Peter do a run-through of how the Finura 2023 predictions are playing out. We discuss the volatile world ahead for wealth tech start-ups. How digital advice is the obvious solution that nobody seems to implement.
Unpacking the QAR noise and the dangers of focusing on the SoA at the expense of more obvious pain points.
05/04/2023
48:59
Investment Trends - Unpacking the state of play for Advice Tech & Platforms.
We welcome Paul and Irene from Investment Trends who are breaking down the key outtakes from our joint Advice Technology Benchmarking research. To speak with Investment Trends about their research please contact them at www.investmenttrends.com/contact or [email protected]