Lucy Winship

Lucy Winship, Head of Strategic Ventures at Wealth Maximiser, discusses how their digital platform merges technology with personalized wealth coaching. She highlights the challenges traditional financial advice poses for consumers and presents innovative methods to simplify financial planning. The conversation dives into the role of AI in enhancing client interactions and the necessity of emotional support for younger generations. Lucy also addresses the importance of collaboration between tech and financial advisors, focusing on future developments like robust cybersecurity measures.