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Is WealthTech The Key to Financial Inclusion?

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Manage episode 469101166 series 3634898
Content provided by Money20/20. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money20/20 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Four fintech experts, one cozy roundtable, and a spirited discussion on the state of our global financial landscape.

It's an episode of Everything is Fintech you can't miss! Money20/20 hosts, Zach Anderson Pettet, VP, Fintech Strategy, and Ian Horne, Head of Europe Content, meet up with Emma Napier, Consulting Director at NextWealth, and Mary Agbesanwa, White Label Business Development Director at Embark (part of Lloyds Banking Group) for a discussion on the evolving world of WealthTech.

New to WealthTech? Tune in to understand exactly what it is. Plus, hear how technology is reshaping investing, financial advice, and wealth management, making it more accessible and efficient for consumers.
Key topics include:
-The rise of AI-powered financial tools and their role in automating investing.
-The challenges traditional wealth management firms face in adapting to digital trends.
-How embedded finance and open banking are creating new opportunities in WealthTech.
-The growing influence of Gen Z investors and their demand for seamless, digital-first financial experiences.
-What the future holds for robo-advisors, digital wealth platforms, and financial inclusion.
Hosts:

Zach Anderson Pettet, VP, Fintech Strategy

Ian Horne, Head of Europe Content

https://www.money2020.com/

Guests:

Emma Napier, Consulting Director at NextWealth

https://nextwealth.co.uk/

Mary Agbesanwa, White Label Business Development Director at Embark (part of Lloyds Banking Group)

https://embarkgroup.co.uk/

Follow Money20/20:
YouTube: @Money2020Tv
LinkedIn: https://www.linkedin.com/company/money2020/
Instagram: https://www.instagram.com/money20_20
Facebook: https://www.facebook.com/Money2020
X: https://www.twitter.com/Money2020
TikTok: https://www.tiktok.com/@money20_20

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 469101166 series 3634898
Content provided by Money20/20. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money20/20 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Four fintech experts, one cozy roundtable, and a spirited discussion on the state of our global financial landscape.

It's an episode of Everything is Fintech you can't miss! Money20/20 hosts, Zach Anderson Pettet, VP, Fintech Strategy, and Ian Horne, Head of Europe Content, meet up with Emma Napier, Consulting Director at NextWealth, and Mary Agbesanwa, White Label Business Development Director at Embark (part of Lloyds Banking Group) for a discussion on the evolving world of WealthTech.

New to WealthTech? Tune in to understand exactly what it is. Plus, hear how technology is reshaping investing, financial advice, and wealth management, making it more accessible and efficient for consumers.
Key topics include:
-The rise of AI-powered financial tools and their role in automating investing.
-The challenges traditional wealth management firms face in adapting to digital trends.
-How embedded finance and open banking are creating new opportunities in WealthTech.
-The growing influence of Gen Z investors and their demand for seamless, digital-first financial experiences.
-What the future holds for robo-advisors, digital wealth platforms, and financial inclusion.
Hosts:

Zach Anderson Pettet, VP, Fintech Strategy

Ian Horne, Head of Europe Content

https://www.money2020.com/

Guests:

Emma Napier, Consulting Director at NextWealth

https://nextwealth.co.uk/

Mary Agbesanwa, White Label Business Development Director at Embark (part of Lloyds Banking Group)

https://embarkgroup.co.uk/

Follow Money20/20:
YouTube: @Money2020Tv
LinkedIn: https://www.linkedin.com/company/money2020/
Instagram: https://www.instagram.com/money20_20
Facebook: https://www.facebook.com/Money2020
X: https://www.twitter.com/Money2020
TikTok: https://www.tiktok.com/@money20_20

  continue reading

6 episodes

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