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On this episode of WealthTech Unwrapped, Ned chats with Tom Schapira, Chief Executive Officer of Imagine Capital Group and Investment Banker of Financial Technology, Real Estate & Venture Capital at Regiment Securities. Together, they delve into the intricate world of advisor technology, exploring the nuances required to cater to diverse markets around the globe.
Gain insights into the complexities of this ever-evolving landscape and discover the strategies employed to meet the unique needs of different markets.
Key Takes aways:
1) In truth, the WealthTech industry is primarily controlled by established providers who have evolved over time to cater to the evolving demands of end customers, including enhanced user experience, superior products, improved services, and increased mobility. However, it remains crucial for the industry as a whole to address those lingering challenges and pain points.
2) There exists a distinction in customer behavior between the Eastern and Western regions, considering the cultural inclination of customer segments towards technology adoption.
Tune in to this enlightening discussion, only on WealthTech Unwrapped!
On this episode of WealthTech Unwrapped, Ned chats with Tom Schapira, Chief Executive Officer of Imagine Capital Group and Investment Banker of Financial Technology, Real Estate & Venture Capital at Regiment Securities. Together, they delve into the intricate world of advisor technology, exploring the nuances required to cater to diverse markets around the globe.
Gain insights into the complexities of this ever-evolving landscape and discover the strategies employed to meet the unique needs of different markets.
Key Takes aways:
1) In truth, the WealthTech industry is primarily controlled by established providers who have evolved over time to cater to the evolving demands of end customers, including enhanced user experience, superior products, improved services, and increased mobility. However, it remains crucial for the industry as a whole to address those lingering challenges and pain points.
2) There exists a distinction in customer behavior between the Eastern and Western regions, considering the cultural inclination of customer segments towards technology adoption.
Tune in to this enlightening discussion, only on WealthTech Unwrapped!