As the first week of 2025 comes to an end, FinTech Global sat down with several WealthTech industry experts to get their thoughts on how the sector fared in 2024. Was it a good year for the sector, what were the standout trends and how did companies find the market? These were the main questions posed to our interviewees.
Some of the hot-button topics that arose within the conversations included the significant growth of digital platforms in wealth management, a mass closure of unsustainable business models, and a diversification in fee models to serve as a market differentiator.
Other key trends include how tech stack integration is becoming vital for success, the enablement of advanced analytics and AI to bolster personalisation and the proliferation of generative AI.
The video gets the insights from:
- Fredrik Davéus, CEO and co-founder of Kidbrooke
- Yohan Lobo, Industry Solutions Manager for Financial Services at M-Files
- Tamara Kostova, CEO of Velexa
The first video in the series, which was focused on 2024 trends, can be viewed here.
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