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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

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The Finura Girls Take Over: The Hidden Power of Back & Middle Office Teams 29/04/2025

Death by PowerPoint: Why it's Time to Ditch the Deck 15/04/2025

The AI Dilemma: Adapt, Start Fresh, or Get Left Behind? 01/04/2025

Beyond Automation: Mastering Process & Governance in Wealth Management (Part 2) 18/03/2025

From Stagnation to Scale: Mastering Growth in Financial Advice Businesses 04/03/2025

The AI Value Trap: Innovation Without Profit? 25/02/2025

Tech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1) 19/02/2025

2025 Wealth Tech Predictions 23/01/2025

2024 in Review: How Our WealthTech Predictions Stacked Up 18/01/2025

Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication 22/11/2024

Tech Health Check Insights (Part 1): Rethinking Client Security and Engagement 31/10/2024

Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms 27/09/2024

Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities 13/09/2024

Maximising Efficiency with Microsoft CoPilot 11/07/2024

AI in Financial Planning: Ethical Insights with The Wealth Tech Insider 28/05/2024

Money Pit or Game Changer: How Tech Decisions Impact Business Valuations 07/05/2024

Allied Wealth's Strategic Tech Overhaul and Its Impact 27/03/2024

Finura's WealthTech Predictions - Part 2/2: 2024 Predictions 07/02/2024

Finura's WealthTech Predictions - Part 1/2: 2023 Review Scorecard 31/01/2024

Paraplanner Deep Dive: Unveiling Key Survey Findings from the Paraplanner Survey 2023 29/11/2023

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