• 2024 in Review: How Our WealthTech Predictions Stacked Up

  • Jan 18 2025
  • Durée: 55 min
  • Podcast

2024 in Review: How Our WealthTech Predictions Stacked Up

  • Résumé

  • In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn reflect on their predictions for 2024, discussing the emergence of AI in WealthTech, the challenges of technology adoption, and the evolving landscape of digital advice. They explore the concept of AI washing, the overpromising nature of AI tools, and the need for tech providers to regain control over their product distribution. The conversation highlights the importance of engaging consumers in digital advice and the necessity of viewing technology as an investment rather than just an operational cost. In this conversation, Danni Le Grande and Peter Worn discuss various themes surrounding social media's impact on attention spans, the importance of user testing in software development, and the challenges faced by start-ups in the current market. They explore the dynamics of wealth management, the need for innovation, and the unexpected alliances forming in the tech space. The discussion also touches on the shift towards private ownership in wealth management and reflections on AI's role in technology recommendations, concluding with insights on regulatory challenges and industry adaptation.
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