The WealthTech Insider

The 2025 Wrap: Why We’re Choosing "Boring" AI & The Reality of Tech Monogamy


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In this final episode for 2025, Danni and Pete cut through the noise to review the trends that actually mattered. We look back at our 2025 Predictions with a critical eye—discussing why the AI hype has cooled into "AI fatigue" and why the industry is finally embracing Platform Monogamy.

We also explore the rise of "Boring by Design" AI agents , the concept of keeping a "human on the hook" for compliance , and why the best tech strategy for many firms might just be simplification.

In this episode:

  • The Prediction Scorecard: Assessing our calls on advice tech R&D, PE entry and Industry Super insourcing.

  • The AI Reality: Why we’re seeing a shift from flashy tools to practical, ring-fenced agents for file notes and workflows.

  • Tech Breakups: Why firms are realising that moving CRMs is rarely the silver bullet they hope for.

  • Gadget Geek-Out: From the Mac Mini win to the disastrous Humane AI pin, plus the weird world of AI pet translators.


Diary of a CEO Episode with Steven Bartlett and Tristan Harris:-

https://doac-perks.com/r/GhRQ03uolQ?e=BFU1OCkhBwo

#stevenbartlett #doac #tristanharris


Take the Technology Healthcheck here:-

https://technologyhealth.scoreapp.com/

#peterworn #dannilegrande #finuragroup



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The WealthTech InsiderBy Finura Group