Fintech Insider Podcast by 11:FS cover image

958. Insights: The rise of digital wealth management – a conversation with Monument CEO Ian Rand

Fintech Insider Podcast by 11:FS

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Democratizing Wealth Management

This chapter examines the evolving landscape of wealth management, emphasizing the role of technology in making financial services accessible to the mass affluent. It discusses how innovations like open banking and seamless integrations through APIs enhance user experience while addressing the educational challenges posed by new financial products. The conversation highlights the strategic vision of wealth management firms focused on profitability, user-centric product development, and expanding access for a diverse client demographic.

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