• Home
  • Who Attends?
  • Speakers
  • Key Themes
  • Agenda
  • Download Prospectus
  • Plan your visit
  • Register Now

Fintech Talents

Fintech Talents

Kallyas is an ultra-premium, responsive theme built for today websites.

T (212) 555 55 00
Email: sales@yourwebsite.com

Your Company LTD
Street nr 100, 4536534, Chicago, US

  • Home
  • STAGES
    • FTT Open Finance
    • FTT Embedded Finance UK & Europe
    • Future Identity Festival
  • Agenda
    • FTT Open Finance
    • FTT Embedded Finance UK & Europe
    • Future Identity Festival
  • Who Attended
    • SPONSORS
    • SPEAKERS
    • ATTENDEE LIST
  • Register your interest
  • Image Gallery
    • Party Pictures

Content

STAY TUNED

Music, Movies and the Digital Future of Wealth Management

by Lisa Moyle / Tuesday 20 October 2020 / Published in Community, Content, Featured, Fintech, FinTECHTalents, Innovation, Interviews, Video

Another standout session from FinTECHTalents North America. An all-star lineup discusses the trends, technologies and behaviours that are shaping the industry.

Tune in for our panel’s song/movie title choices that they feel characterise the industry and stay for an in-depth discussion on the forces of change.

Rachel Schnoll, Managing Director and Head of FinLife, Goldman Sachs chooses, Don’t Stop Thinking About Tomorrow (Fleetwood Mac) representing the idea that there is no end point for the evolution of the industry. That became very clear during the course of the discussion as the speakers noted the transformations that they have seen and looked to what the future might hold.

Democratising access to wealth management is an important goal that can be supported by technology but is by no means a simple task. It involves creating the platforms and tools to understand client needs and behaviour and support the best possible outcomes.

The COVID-19 health crisis made clear the need for digital transformation. The time for talking about digital delivery shifted from a conversation about the future to an imperative for the here and now. It also exposed those who were ready and those who were not.

Investing in digital technologies – making decisions of how much and where to spend your tech budget – was another interesting topic of conversation. Watch now to learn more about how these organisations make those crucial choices and about their current and longer-term priorities and strategies.

Rick Smyers, Managing Director, Fidelity Investments, also points to the power of digital tools when it comes to ESG investing and helping stakeholders make sense of the complex universe of choices. It really is about giving clients what they want and satisfying their investing priorities.

Will customers be happy to hand over control to automated tools or will they always want a human on the other end of the line when it comes to financial decisions? Spoiler alert – as Raul Rodriguez, Managing Director, Innovation Accelerator, Charles Schwab, points out, it’s not a function of age. Listen in to find out more.

  • Rick Smyers, Managing Director, Fidelity Investments
  • Raul Rodriguez, Managing Director, Innovation Accelerator, Charles Schwab
  • Rachel Schnoll, Managing Director and Head of FinLife, Goldman Sachs
  • Jad Chehlawi, Founder & CEO, TelosTouch
  • Peter Fishman (Moderator)

Make sure to clear your diary to join us for the next edition of FinTECHTalents Virtual North America on March 24, 2021.


Tagged under: Behaviours, Charles Schwab, COVID-19, Fidelity Investments, Goldman Sachs, North America, Splash, Technology, TelosTouch, Trends

Recent Posts

  • Using technology to support sustainable, headache free growth

    ...
  • crisis bred financial services

    Crisis-bred financial services in a post-pandemic world

    ...
  • In conversation with Assure Hedge at FTT Embedded Finance & Super Apps 

    We recently brought together a community of inn...
  • identity verification interview

    Remote identity verification is shaping the future now

    On 26th April at Future Identity Finance, Laura...
  • lending event

    FTT Lending 3.0 Onsite Interview with Raffaela Kestel

    On 30th March our community came together for F...


  • Home
  • Events
    • Fintech Talents North America 2022
    • FTT DeFi 2022
    • FTT Embedded Finance – North America 2022
    • Fintech Talents Nordics 2022
    • FTT Building Societies 2022
    • Fintech Talents London 2022
    • Future Identity Festival 2022
    • FTT Lending 3.0 2023
    • FTT Embedded Finance UK & Europe 2023
    • Future Identity Finance 2023
  • On-demand Content
    • Interviews
    • Opinion
    • Videos
    • Digital reports
  • VC INNOVATIONS – Accelerated Marketing
  • facebook
  • linkedin
  • youtube
  • twitter

GET IN TOUCH

T 0208 0045 517
Email: info@vcinnovations.co.uk

VC INNOVATIONS
1 Quality Court, London WC2A 1HR

Open in Google Maps

QUICK LINKS

  • Home
  • About VC INNOVATIONS

Connect with us

  • facebook
  • linkedin
  • youtube
  • twitter

RECENT POSTS

  • Using technology to support sustainable, headache free growth

    ...
  • crisis bred financial services

    Crisis-bred financial services in a post-pandemic world

    ...
  • In conversation with Assure Hedge at FTT Embedded Finance & Super Apps 

    We recently brought together a community of inn...
  • Privacy Policy
Fintech Talents

© FinTECHTalents 2021. All Rights Reserved.



TOP
Apply now



Register your interest



Complimentary pass



Rockstar pass

Get your Rockstar Pass


Virtual Free Pass



Virtual Premium Pass



Virtual premium + VIP dinner



Virtual premium pass + VIP dinner

Virtual Premium Pass

Register your interest





Virtual Premium Festival Pass



Rockstar Festival Pass



Pay your deposit


Premium Pass

Get Your Rockstar Pass


Re-subscribe



Enquire Below



Reserve your Place



Apply for your Free Pass



Discounted Pass - Apply Now



Discounted Pass - Apply Now



Standard Pass(es)

Premium Pass(es)

Free Pass - Apply Now



Premium Pass(es)

Standard Pass(es)

Virtual Premium Pass(es)

Premium Pass



Building Societies & Credit Unions Free Pass



Standard Pass



Virtual Premium Pass - Buy Now



Apply Now



Apply now



Download the Report



Apply Now



Free Pass - Order Now



Free Pass - Apply Now



Rockstar Festival Pass - Buy Now



Fintech Talents pop up pricing table 1



Apply Now









This website uses cookies to give you the best experience. Agree by clicking the 'Accept' button. Read our Privacy Policy.