6min chapter

Wharton FinTech Podcast cover image

Matt Watson, Origin Co-Founder and CEO - Financial Advice for Everyone

Wharton FinTech Podcast

CHAPTER

AI Applications in Personal Finance and the Rise of Compound Products

This chapter discusses the transformative potential of AI in the personal finance industry and the increasing prevalence of compound products. It explores how AI can provide low-cost advice and guide financial decisions, as well as the shift towards vertical SaaS players and the impact of fee compression on wealth management.

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