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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Transforming Wealth Management for the Mass Affluent

This chapter explores the evolution of Monument, a financial institution focused on the mass affluent demographic often overlooked by traditional banks. It discusses the digital-first approach to wealth management, emphasizing personalized services, high-quality customer support, and the importance of blending technology with meaningful communication. The conversation highlights Monument's impressive growth, adaptability, and the unique challenges faced by smaller organizations in the financial landscape.

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