Épisodes

  • The AI Value Trap: Innovation Without Profit?

    The AI Value Trap: Innovation Without Profit?
    Feb 25 2025

    In this episode of The WealthTech Insider, host Danni Le Grande and Peter Worn dive into the evolving role of AI in financial services. They explore the concept of the ‘Value Trap’—where AI has the power to revolutionise industries but may struggle to generate sustainable profits.

    From investment risks and industry adoption to the future of AI as a financial utility, Danni and Peter unpack the realities of AI’s role in WealthTech. They discuss how financial firms are navigating this landscape, the importance of responsible AI usage, and whether AI’s profitability challenge mirrors the airline industry’s struggles.

    With insights from the Finura Group, this episode tackles the burning question: Will AI make anyone rich, or is it just another overhyped innovation?

    Key topics:

    • The AI Value Trap: Can AI be both transformative and profitable?
    • Investing in AI: Opportunities vs. risks.
    • AI adoption in financial services—where do firms stand?
    • AI as a utility: How should businesses think about it?
    • Regulation, responsibility, and the future of AI in finance.

    Join us for a deep dive into the realities of AI in WealthTech!
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    18 min
  • Tech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1)

    Tech-Driven Compliance: Role Clarity & Policies in Wealth Management (Part 1)
    Feb 19 2025

    In this episode of The WealthTech Insider, host Danni Le Grande sits down with compliance expert Selin Ertac to explore the critical role of people, policy, and technology in ensuring effective compliance within wealth management. They dive into the importance of role clarity, the challenges of resistance to change, and how technology can streamline compliance processes. From crafting meaningful policies to integrating compliance into business operations, this conversation highlights the strategies firms can use to enhance efficiency, reduce risk, and foster a culture of compliance.

    Tune in for key insights on simplifying compliance, leveraging technology, and ensuring your team is equipped to navigate the evolving regulatory landscape. Don’t miss Part 1 of this insightful two-part series!
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    22 min
  • 2025 Wealth Tech Predictions

    2025 Wealth Tech Predictions
    Jan 23 2025

    In this episode of WealthTech Insider, hosts Danni Le Grande and Peter Worn discuss their predictions for the financial services and WealthTech landscape in 2025. They explore key themes such as the challenges faced by advice tech, the shift towards platform monogamy, the insourcing of technology by industry super funds, the impact of private equity on wealth management, the rise of AI services, and the growing importance of podcasts and YouTube in advisor marketing. The conversation culminates in a discussion about the transformative potential of AI agents in the industry.


    Chapters


    00:00 2025 Predictions Overview

    01:35 Change Management Challenges in WealthTech

    03:32 Advice Tech's Margin Squeeze

    06:44 The Shift to Platform Monogamy

    12:45 Industry Super Funds and In-House Tech

    17:29 Private Equity's Impact on Advice Tech

    24:18 The Technology Gap in Financial Advisory

    30:26 AI Services: The Future of Financial Technology

    41:18 The Rise of Podcasts and YouTube in Marketing

    44:42 Transformative AI Agents in Business
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    48 min
  • 2024 in Review: How Our WealthTech Predictions Stacked Up

    2024 in Review: How Our WealthTech Predictions Stacked Up
    Jan 18 2025
    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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    55 min
  • Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication

    Tech Health Check Insights (Part 2): Enhancing Efficiency and Communication
    Nov 22 2024
    In this episode of The WealthTech Insider, Danni Le Grande and Simon Betchley dive into part two of our Tech Health Check series, focusing on the pivotal themes of streamlining the advice process and improving client communication.We explore:- The common bottlenecks in advice implementation and how to address them.- Practical ways to use technology to boost efficiency and client satisfaction.- The benefits of integrating client portals and CRMs into your workflow.- Insights into consolidating product providers to simplify operations.Tune in for actionable takeaways and expert perspectives to refine your tech strategy and elevate your client experience. Don’t forget to subscribe, leave a review, and share this episode with your network! Access our Technology Health Check at https://finuragroup.com/tech-health-check/
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    15 min
  • Tech Health Check Insights (Part 1): Rethinking Client Security and Engagement

    Tech Health Check Insights (Part 1): Rethinking Client Security and Engagement
    Oct 31 2024
    In this first instalment of a special three-part series on The WealthTech Insider, host Danni Le Grande is joined by Simon Betchley, Senior Industry Advisor at Finura Group. Together, they dive into the key findings from Finura's Technology Health Check, which surveys financial advice businesses on their tech practices. In Part 1, Danni and Simon focus on the ongoing risks of emailing sensitive client documents and the growing need for secure alternatives like client portals. They discuss practical steps for improving cybersecurity, boosting client engagement, and managing internal communications. If you're looking to protect client data and streamline your advice business, this episode is packed with actionable insights!
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    26 min
  • Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms

    Wealth Tech News: Big Acquisitions, Digital Advice, and the Future of Platforms
    Sep 27 2024
    In this episode of The Wealth Tech Insider, host Danni Le Grande and resident guest Peter Worn explore the latest headlines in the Wealth Management technology space. They dive into Netwealth’s full acquisition of Xeppo, the launch of IRESS and Hostplus’ SuperSmart digital advice platform, and the impact of leadership changes at global wealth giant FNZ. The duo also breaks down recent Australian platform growth, with Hub24, Netwealth, and Praemium showing impressive results. Listen in as they discuss how legacy platforms are adapting to new challenges, the role of data aggregation, and their bold predictions for the future of wealth tech and digital advice innovation in Australia.
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    32 min
  • Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities

    Harnessing AI in WealthTech: Innovations, Ethics, and Future Opportunities
    Sep 13 2024
    In this episode of The WealthTech Insider, host Danni Le Grande sits down with Peter Worn from Finura Group to dive deep into the transformative role of AI in the financial industry. Together, they explore the latest advancements in AI tools, from CRM innovations to AI-driven chatbots, and how these technologies are streamlining operations and enhancing client interactions. Tune in to discover how AI is shaping the future of WealthTech, and learn about the ethical considerations and strategic implementations every business should be aware of as they navigate this evolving landscape.
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    34 min