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Wharton FinTech Podcast
Matt Watson, Origin Co-Founder and CEO - Financial Advice for Everyone
Jan 5, 2024
Matt Watson, Co-Founder and CEO of Origin, discusses the importance of passion and understanding customer needs in building a successful business. They explore the challenge of balancing breadth and depth of services, the decision to launch a direct-to-consumer offering, navigating regulatory scrutiny, and the transformative potential of AI in personal finance.
48:52
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Quick takeaways
- AI applications in personal finance will challenge high advisory fees and drive fee compression.
- Compound products that offer holistic advice will become more prevalent as AI technology improves.
Deep dives
The Promise of AI in Personal Finance
The advancement of AI applications in personal finance is expected to revolutionize the industry, providing low-cost and comprehensive financial advice. This will likely challenge the justification for high advisory fees in wealth management and drive fee compression.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode