FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that will shape the last few months of 2025.
During the discussions, the speakers each highlighted a number of trends they see dominating discussions in the coming months. This includes combining data science with decision science to improve digital advice, the integration of agentic AI and improving the customer experience.
The participants also highlight where wealth firms should have their priorities for the the coming months.
These interviews are part of a two-part series that focuses on the trends that have stood out so far in 2025 as well as the WealthTech trends and developments that we can expect to hold sway in the second half of the year and beyond into 2026. The first video can be found here.
Watch the video to get insights from:
- Jurgen Vandenbroucke, Managing Director at everyoneINVESTED
- Ralf Heim, founder and co-CEO at fincite
- Yohan Lobo, Industry Solutions Manager for Financial Services at M-Files
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