WealthTech on Deck

Cyber Security, Personalization, and the Future of UMH with Nicole Casperson

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In this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews.

Nicole is well-known for covering innovation and wealth tech trends in finance. Recently, she has been developing strategic innovations in UMH. Prior to her experience in fintech, Nicole wrote for trade publications in the housing and mortgage industry. 

Jack and Nicole talk about the importance of cyber security in finance, the impact of personalization, and the future of UMH.


“UMH needs to evolve beyond a platform or a service we provide. Within five years it will become mainstream. It will become table stakes that technology is connected, that data is connected, that accounts are integrated, so they can talk to each other and then work together to create different outcomes.” ~ @nicolecasperson


Main Takeaways 
  • Clients want to be involved with every financial decision as much as possible. In today’s climate, every client's portfolio reflects who they are and their values. 
  • More and more clients are becoming aware that they need to communicate better with their advisors. Data from a client's financial history and lifestyle can be interconnected to get the most accurate personalized advice.
  • The pandemic has been an eye-opener for clients around financial freedom and retirement plans. This will continue to be a big factor in planning for the future of wealthtech and UMH.

    • Links
    • Nicole Casperson on Twitter
    • Nicole Casperson on LinkedIn
    • InvestmentNews
    • Lynne Rhinehart
    • Jason Moore
    • Morgan Stanley
    • Eric Lordi
    • Wells Fargo
    • Merrill Lynch
    • Amazon
    • Know The Score: An Independent Validation Of LifeYield By E&Y
    • EY survey: Financial protection gap widens between consumers in emerging and developed markets as COVID-19 uncertainty mounts
    • Olivia Rodrigo
    • Miley Cyrus
    • BTS
    • Elton John
    • David Bowie
    • Janis Joplin
    • Joan Jett
    • Stevie Nicks
    • Debbie Harry
    • Tina Turner
    • Aretha Franklin

      • Connect with our hosts
      • LifeYield
      • Jack Sharry on LinkedIn
      • Jack Sharry on Twitter

        • Subscribe and stay in touch
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        • Spotify
        • LinkedIn
        • Twitter
        • Facebook


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