FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024. Speaking to those same companies, the industry leaders offer an insight into the trends that will shape the remaining months of 2024.
Some of the hot-button topics that arose within the conversations included such trends as the ongoing development of technology solutions, particularly the advancements of AI and machine learning. Other key trends include firms preparing for the great wealth transfer, push for greater client engagement and the creation of one-stop-shop solutions.
Watch the video to get insights from:
- Hazal Sabah, Senior Product Manager at ByAllAccounts – part of Morningstar Wealth
- Venkatesh Pulla, Founder and Director at DLT Apps
- Jurgen Vandenbroucke, Managing Director at everyoneINVESTED
- Yohan Lobo, Industry Solutions Manager for Financial Services at M-Files
The first video in the series, which was focused on the first half of 2024, can be viewed here.
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