Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront.

In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness’s mission to empower advisors with independent investment solutions, and how technology is transforming client interactions. They also dive into the role of AI in financial services and the exciting future for advisors embracing innovation.

Chapters

00:00 Introduction

01:07 Oliver Career in Finance

06:24 Understanding Harness and Its Role

09:56 The Importance of Independence in Canada

13:02 A Fintech Solution for Advisors

18:29 AI's Role in Financial Services

20:29 Future Opportunities for Harness

22:24 Competition and Unique Offerings

24:33 Personal Insights and Closing Remarks

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