Transforming Wealth Management with FinTech and AI — An APAC Perspective

In this special on-location episode of One Vision, we welcome Andreas Mettenberger, Managing Director of Synpulse Hong Kong, to discuss the latest trends and opportunities in wealth management. Recorded during the 10th anniversary of Hong Kong FinTech Week, we explore the role of technology in wealth management, differences in regional approaches, and the mindset change needed to create new growth opportunities. Andreas emphasizes the potential of AI to streamline operations and enhance client interactions, anticipating a significant acceleration in AI deployment in the coming years.

📍 Hot take: The main opportunity for RMs (relationship managers) is not that they will be replaced, but they will become more effective and they will be able to do more within the same amount of time. 

00:00 Introduction and Welcome

01:32 Challenges in Digital Transformation

05:19 AI in Wealth Management

09:01 Regional Differences in Wealth Management

14:35 The Future of AI in Financial Services

17:45 Looking Ahead to 2024

#AI #FinancialServices #WealthManagement #DigitalBanking #Innovation #HongKong 

Find Andreas Mettenberger on LinkedIn: https://www.linkedin.com/in/andreas-mettenberger/   

Find Theodora Lau on LinkedIn: https://www.linkedin.com/in/theodoralau/ 

🔗My latest book: Banking on (Artificial) Intelligence: https://www.bankingonaibook.com/ 

🔗About Unconventional Ventures and the One Vision Podcast: https://www.unconventionalventures.com/