In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.

In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.

Revolutionizing Wealth Management

The FinTech Effect is a podcast show created and hosted by <a href="https://www.linkedin.com/in/suebritton/">Sue Britton, CEO &amp; Founder of Firefly Growth.</a>Sue describes the ‘FinTech Effect’ as the pressure that every incumbent is under, caused by all the external forces in the market that are changing customer needs, products, and markets.The need to innovate becomes a necessity under such pressure. Because survival is at stake.Whether you call it innovation, transformation, or digitization - the way in which incumbents need to change is difficult. Navigating these challenges requires commitment, empathy, and empowerment.If you partner with FinTechs, acquire them, or are looking to find inspiration:This is The FinTech Effect.

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The FinTech Effect is a podcast show created and hosted by Sue Britton, CEO & Founder of Firefly Growth. Sue describes the ‘FinTech Effect’ as the pressure that every incumbent is under, caused by all the external forces in the market that are changing customer needs, products, and markets. The need to innovate becomes a necessity under such pressure. Because survival is at stake. Whether you call it innovation, transformation, or digitization - the way in which incumbents need to change is difficult. Navigating these challenges requires commitment, empathy, and empowerment. If you partner with FinTechs, acquire them, or are looking to find inspiration: This is The FinTech Effect.

The FinTech Effect is a podcast show created and hosted by <a href="https://www.linkedin.com/in/suebritton/" rel="noopener noreferrer">Sue Britton, CEO &amp; Founder of Firefly Growth.</a>Sue describes the ‘FinTech Effect’ as the pressure that every incumbent is under, caused by all the external forces in the market that are changing customer needs, products, and markets.The need to innovate becomes a necessity under such pressure. Because survival is at stake.Whether you call it innovation, transformation, or digitization - the way in which incumbents need to change is difficult. Navigating these challenges requires commitment, empathy, and empowerment.If you partner with FinTechs, acquire them, or are looking to find inspiration:This is The FinTech Effect.

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Revolutionizing Wealth Management

Revolutionizing Wealth Management