The WealthTech Insider

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The WealthTech Insider

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

  1. 23 JANV.

    2025 Wealth Tech Predictions

    In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn discuss their predictions for the financial services and WealthTech landscape in 2025. They explore key themes such as the challenges faced by advice tech, the shift towards platform monogamy, the insourcing of technology by industry super funds, the impact of private equity on wealth management, the rise of AI services, and the growing importance of podcasts and YouTube in advisor marketing. The conversation culminates in a discussion about the transformative potential of AI agents in the industry. Chapters 00:00 2025 Predictions Overview 01:35 Change Management Challenges in WealthTech 03:32 Advice Tech's Margin Squeeze 06:44 The Shift to Platform Monogamy 12:45 Industry Super Funds and In-House Tech 17:29 Private Equity's Impact on Advice Tech 24:18 The Technology Gap in Financial Advisory 30:26 AI Services: The Future of Financial Technology 41:18 The Rise of Podcasts and YouTube in Marketing 44:42 Transformative AI Agents in Business

    48 min
  2. 2024 in Review: How Our WealthTech Predictions Stacked Up

    18 JANV.

    2024 in Review: How Our WealthTech Predictions Stacked Up

    In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn reflect on their predictions for 2024, discussing the emergence of AI in WealthTech, the challenges of technology adoption, and the evolving landscape of digital advice. They explore the concept of AI washing, the overpromising nature of AI tools, and the need for tech providers to regain control over their product distribution. The conversation highlights the importance of engaging consumers in digital advice and the necessity of viewing technology as an investment rather than just an operational cost. In this conversation, Danni Le Grande and Peter Worn discuss various themes surrounding social media's impact on attention spans, the importance of user testing in software development, and the challenges faced by start-ups in the current market. They explore the dynamics of wealth management, the need for innovation, and the unexpected alliances forming in the tech space. The discussion also touches on the shift towards private ownership in wealth management and reflections on AI's role in technology recommendations, concluding with insights on regulatory challenges and industry adaptation.

    55 min
  3. Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication

    22/11/2024

    Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication

    In this episode of The WealthTech Insider, Danni Le Grande and Simon Betchley dive into part two of our Tech Health Check series, focusing on the pivotal themes of streamlining the advice process and improving client communication.We explore:- The common bottlenecks in advice implementation and how to address them.- Practical ways to use technology to boost efficiency and client satisfaction.- The benefits of integrating client portals and CRMs into your workflow.- Insights into consolidating product providers to simplify operations.Tune in for actionable takeaways and expert perspectives to refine your tech strategy and elevate your client experience. Don’t forget to subscribe, leave a review, and share this episode with your network! Access our Technology Health Check at https://finuragroup.com/tech-health-check/

    15 min
  4. Tech Health Check Insights (Part 1): Rethinking Client Security and Engagement

    31/10/2024

    Tech Health Check Insights (Part 1): Rethinking Client Security and Engagement

    In this first instalment of a special three-part series on The WealthTech Insider, host Danni Le Grande is joined by Simon Betchley, Senior Industry Advisor at Finura Group. Together, they dive into the key findings from Finura's Technology Health Check, which surveys financial advice businesses on their tech practices. In Part 1, Danni and Simon focus on the ongoing risks of emailing sensitive client documents and the growing need for secure alternatives like client portals. They discuss practical steps for improving cybersecurity, boosting client engagement, and managing internal communications. If you're looking to protect client data and streamline your advice business, this episode is packed with actionable insights!

    26 min
  5. Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms

    27/09/2024

    Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms

    In this episode of The Wealth Tech Insider, host Danni Le Grande and resident guest Peter Worn explore the latest headlines in the Wealth Management technology space. They dive into Netwealth’s full acquisition of Xeppo, the launch of IRESS and Hostplus’ SuperSmart digital advice platform, and the impact of leadership changes at global wealth giant FNZ. The duo also breaks down recent Australian platform growth, with Hub24, Netwealth, and Praemium showing impressive results. Listen in as they discuss how legacy platforms are adapting to new challenges, the role of data aggregation, and their bold predictions for the future of wealth tech and digital advice innovation in Australia.

    32 min
  6. Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities

    13/09/2024

    Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities

    In this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn from Finura Group to dive deep into the transformative role of AI in the financial industry. Together, they explore the latest advancements in AI tools, from CRM innovations to AI-driven chatbots, and how these technologies are streamlining operations and enhancing client interactions. Tune in to discover how AI is shaping the future of WealthTech, and learn about the ethical considerations and strategic implementations every business should be aware of as they navigate this evolving landscape.

    34 min
  7. Maximising Efficiency with Microsoft CoPilot

    11/07/2024

    Maximising Efficiency with Microsoft CoPilot

    Welcome to another episode of The Wealth Tech Insider where host, Danni Le Grande is joined by Finura Senior Consultant Dipal Khatri, for a Quick Tips session focused on leveraging AI, specifically Microsoft’s CoPilot, in the Financial Advice Industry.In this episode, we delve into how CoPilot is supporting productivity in Financial Advice Businesses. From drafting and summarising emails to improving meeting preparation, File Notes and content creation, CoPilot is integrated into the Microsoft products we use every day—Word, Excel, PowerPoint, Outlook, and Teams. We give some practical ways Financial Advisers can use CoPilot, such as recording and transcribing meetings, managing email communications, and generating client reports. We also emphasise the importance of using AI ethically and responsibly while maintaining compliance and client privacy.This episode is packed with valuable insights to help you make the most of AI technology in your Financial Advice Practice.AI Frameworkhttps://www.thecybercollective.com.au/aiframework/Finura Group Technology Health Checkhttps://finuragroup.com/tech-health-check/

    19 min
  8. AI in Financial Planning: Ethical Insights with The Wealth Tech Insider

    28/05/2024

    AI in Financial Planning: Ethical Insights with The Wealth Tech Insider

    Welcome to another episode of The Wealth Tech Insider. In this episode, Danni is joined by Selin Ertac from Tangelo Advice Consulting and Fraser Jack from The Cyber Collective to discuss the newly developed AI Usage Policy. This comprehensive guide is designed to help financial advice businesses harness AI tools responsibly and ethically. Join us as we delve into the importance of ethical AI, data privacy, and the balance between AI and human judgment. Discover the potential risks, challenges, and immense benefits AI brings to financial services. Learn about best practices for using AI tools and the importance of transparency and fairness in AI applications. Whether you're a financial adviser, tech enthusiast, or simply curious about the future of AI in financial planning, this podcast is for you. Tune in for expert insights, real-world examples, and valuable resources to help you navigate the evolving landscape of AI in financial services. Don't miss out on the essential information that can help you integrate AI into your business securely and effectively.

    25 min
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À propos

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

Informations

  • Création
    Finura Group
  • Années d’activité
    2022 - 2025
  • Épisodes
    29
  • Classification
    Tous publics
  • Copyright
    © Finura Group
  • Site web de l’émission
    The WealthTech Insider

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