The Connector Podcast - FinanceX #9 - Revolutionizing Wealth Management: Unleashing AI and Technology for Personalized Financial Strategies and Cybersecurity Enhancements
Manage episode 463371416 series 3403219
Understanding the role of AI in enhancing wealth management, this episode explores the evolving trends shaping the financial landscape. We dive into goal-based investing, the rising influence of women in wealth tech, and the need for robust cybersecurity measures.
• AI as a powerful tool in personalized finance
• Global economic outlook highlights regional disparities
• Dividend payouts are set to reach record highs in 2025
• The shift towards goal-based investing strategies
• Poland's wealth tech companies democratizing investments
• The importance of female leadership in the financial sector
• Independent financial advisors provide personalized services
• Rising need for compliance and cybersecurity measures in finance
• The impact of regulations on maintaining client trust
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Koen Vanderhoydonk
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#FinTech #RegTech #Scaleup #WealthTech
Chapters
1. Future of Wealth (00:00:00)
2. Revolutionizing Wealth Tech in Europe (00:05:47)
3. Evolving Landscape of Financial Security (00:16:42)
4. The Future of Wealth Management (00:21:40)
108 episodes