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The WealthTech Insider

Por: Finura Group

Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.

56 episodios disponibles

Latest episodes of the podcast The WealthTech Insider

Innovation with a Seatbelt: How Corey Wastle is driving Verse Wealth to use technology in building the ultimate client experience. 13/01/2026

Back for 2026: A Quick Catch-Up Before We Get Started 13/01/2026

The 2025 Wrap: Why We’re Choosing "Boring" AI & The Reality of Tech Monogamy 18/12/2025

The Harvey Effect: Hype, Valuations and What Advice Firms Should Really Do Next 03/12/2025

Finura’s Next Chapter: Building an enduring software and services company 19/11/2025

The FOMO Economy: When AI Valuations Run Faster Than Reality 10/11/2025

No Tech Can Fix a Bad Culture - Matt Vandermeer - Leading Teams 21/10/2025

Anatomy of a Tech Disaster 30/09/2025

3 Quarter Time - 2025 Wealth Tech Prediction Scorecard 23/09/2025

Live Presentation: Peter Worn on the AI Hype Cycle Sweeping Financial Services 16/09/2025

Live from the IRESS WealthTech Summit: Our Mid-Year Check-In on the Predictions Shaping Advice Tech 04/09/2025

Taming the Wild West of AI: Otivo’s Safe Path to Digital Advice 26/08/2025

Change Fatigue Is Real: Why Tech Adoption Starts with Your People 19/08/2025

AI Reality Check: What Advice Tech Can Learn from Big Tech Missteps 05/08/2025

Why Brilliant Leaders Still Blow Up Tech Projects (and How to Avoid It) 22/07/2025

Founders Story Part II: The Biggest Bet of Our Careers. Why We're Playing the 10-Year Game 08/07/2025

Founders Story Part 1: A Failed Buyout, Two Wives, and a Pandemic: How We Built Finura 24/06/2025

What Keeps Advice Firms Broke, Busy or Bored—and How to Fix It 10/06/2025

From Chaos to Clarity: Inside the Revenue Game of High Performing Advice Firms 27/05/2025

Dear Advice Firms: Your Clients Are Watching (So Post Something!) 13/05/2025

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