WealthTech UnWrapped

28. Is Transformation the Future of Wealth Management? with Yann Charraire


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Digitalization improves the customer experience, enhances the effectiveness of the financial advisors, reduces operating risks and costs, and supports new business models. This week's guest Yann Charraire, Managing Director of One Wealth Place, believes that digital transformation is tied to cultural transformation. 

We discuss the impact COVID has had, what fintechs could be doing better to help banks digitize, what needs the industry challenges are, and so much more. 

And ss always, we get an awesome Netflix recommendation at the end! 


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WealthTech UnWrappedBy Ned Phillips