Future-Proofing Wealth Management with Technology

28/05/2025 21 min Episodio 1
Future-Proofing Wealth Management with Technology

Listen "Future-Proofing Wealth Management with Technology"

Episode Synopsis

"Technology isn’t just supporting wealth management, it’s reshaping it." In this premiere episode of Wealth Insider, Christian Lindvall (Global Commercial Director, Performativ) sits down with Renco van Schie, Partner & CIO at Valuedge, to explore how technology is transforming the wealth management landscape, from portfolio scalability to client experience. What you’ll learn in this episode: How tech has changed wealth management over the past decadeWhich tools actually move the needle, and which are just buzzHow Valuedge scales with technology and elevates client servicePractical advice for wealth managers starting their digital transformationPredictions for 2030 and what a tech-enabled organization looks likeWhether you’re a CIO, advisor, or platform builder, this episode brings you real-world insight from an organization that’s embracing innovation head-on. Resources: Learn more about Performativ: https://www.performativ.comDiscover Valuedge: https://www.valuedge.nlSubscribe for more honest conversations with leaders shaping the future of wealth management. New episodes coming soon! #WealthManagement #DigitalTransformation #Fintech