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.