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Bambu: Building a Startup Is Like Being Thrown out of a Plane Without a Parachute

Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.

Edouard Legrand

Global Head of Digital at BNP Paribas Asset…

WealthTech Insights #77 with Edouard Legrand. Differences between Startups and Enterprises: More Constraints or Opportunities?

Huge enterprises such as BNP Paribas still need for new features and innovation, so only modern, quickly evolving startups can help them implement these. Edouard Legrand, Global Head of Digital…

Robert Seidman

Offering Manager at IBM Watson Financial Services

WealthTech Insights #71 with Rob Seidman. Commoditized Infrastructure Becomes Requisite to Focus on Customers’ Needs

What if wealth management companies were unburdened from infrastructure concerns and instead could conquer the cutting edge? With Rob Seidman, Offering Manager at Watson Financial Services, we discuss artificial intelligence,…

Robert Kirk

Founder & CEO of InterGen Data, Inc.

WealthTech Insights #69 with Robert Kirk. Use Cases for AI Data Analysis: Marketing and Early Warning of Life Events

With Robert Kirk, Founder & CEO of InterGen Data, we discuss whether AI can help advisors more accurately predict a life event and generate better marketing to drive more onboarding…

Anders Jones

Chief Executive Officer & Co-Founder of Facet Wealth

WealthTech Insights #66 with Anders Jones. A Sneak Peek Into the Future of Finance and FinTech

With Anders Jones, CEO of Facet Wealth, we talk about the future of finance and FinTech. What troubles may robo-advisers bring and why the move to complete planning approach is…

Hailin Li

CEO and Founder of Advyzon

WealthTech Insights #65 with Hailin Li. How Can WealthTech Companies Stay Afloat in the Growing Market?

Technology and increased demand for features are driving change. Will you sink or swim? With Hailin Li, CEO and Founder of Advyzon, we discuss how WealthTech companies use AI and…

Walter Vester

CEO at Huygens Capital

WealthTech Insights #64 with Walter Vester. How an AI-Empowered Crisis Signal Can Improve Wealth-Management Services

Technologies were invented to empower humans to do something beyond their natural abilities. If WealthTech can deliver such differentiated services, advisors will get the perfect mixture of robo and human…

Keith Gregg

Founder, Chairman, and CEO of Chalice Wealth Partners

WealthTech Insights #63 with Keith Gregg. What Trends Will We See in the Finance World over the Next 10 Years?

With Keith Gregg, Founder, Chairman, and CEO of Chalice Wealth Partners, we discuss how the demographic shift is affecting advisors. While clients are getting increasingly younger, the aging population of…

Eric Clarke

Founder and CEO of Orion Advisor Services

WealthTech Insights #62 with Eric Clarke. Overcoming Tech and Business Challenges: Best Practices for Financial Advisors

With Eric Clarke, founder and CEO of Orion Advisor Services, we discuss what advantages technologies give to advisors today. Eric explains what advisors should question when choosing technologies for their…

Adrian Johnstone

Founder and Chief Commercial Officer of Practifi

WealthTech Insights #60 with Adrian Johnstone. How Can Advisors Improve Their Business Practices?

Generally, people fantasize about making more money. Nobody fantasizes about working hard and seeking out talented individuals to help them grow. With Adrian Johnstone, Founder and Chief Commercial Officer of…