Fintech Insider Podcast by 11:FS
854. Insights: How to create value for High Net Worth Individuals (HNWIs)
May 9, 2024
Exploring the expectations and challenges faced by high net worth individuals in wealth management, serving both established and newer clients. How WealthTech has changed products and services, translating client needs into good design, and the potential for digital wealth management to be rolled out to the mass market. The biggest trend in wealth management, and the role of AI in providing sophisticated tools and user experiences.
46:25
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Quick takeaways
- Personalized services are vital for high net worth individuals to cater to their unique needs and expectations.
- Automation and AI integration are key trends in wealth management to enhance client experiences and streamline processes.
Deep dives
The Value of Wealth Management for High Net Worth Individuals
We delve into the unique needs of high net worth individuals, exploring their expectations from financial services, the challenges they face, and how wealth management can adapt to cater to their tech-savvy demands. The discussion with industry experts highlights the importance of personalized services, the complexities of cash management, and the need to bridge the divide between traditional and tech-driven wealth solutions.
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