Wealth Insider

By Performativ

This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships... more

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FAQs about Wealth Insider:

How many episodes does Wealth Insider have?

The podcast currently has 4 episodes available.

Wealth Insider episodes:

August 21, 2025 Untangling Regulatory Reporting in Wealth Management
Regulatory reporting doesn’t have to be a burden. Learn how to automate ESG and compliance workflows, reduce manual work, and turn reporting into a real advantage. In this episode of Wealth Insider, Performativ’s Global Commercial Director Christian Lindvall talks with Christian Lysholm, Managing Partner & Chief Commercial Officer at Qvonto, about the practical steps wealth and asset managers can take to simplify reporting and improve client outcomes. They discuss the biggest challenges with SFDR, PRIIPs, and MiFID II, how automation can save up to 90% of reporting time, why localization and multi-jurisdiction support matter for trust, how smaller firms can free up staff for client work, and how to position compliance as a competitive advantage. Learn more about Performativ at performativ.com and about Qvonto at qvonto.com. If you found this useful, please like, subscribe, and share.
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24min
July 23, 2025 Turning Regulation Into Strategy: Navigating DORA with Confidence
Operational resilience is no longer optional.
In this episode of Wealth Insider, Christian Lindvall sits down with Marissa Weiss, Commercial Partnerships Manager at Performativ and DORAedge Product Specialist, to unpack what the Digital Operational Resilience Act (DORA) really demands of financial institutions, and how they can turn regulatory obligations into a strategic advantage.
You’ll learn:
- What DORA requires of all 22,000+ regulated EU financial entities
- The key pillars of compliance: ICT risk, incident reporting, third-party management, and more
- How leading firms are leveraging technology to meet reporting and governance requirements
- Why compliance isn’t a one-off project but a continuous, cross-functional effort
- How Performativ’s DORAedge platform helps bridge the gap between policy and practice
Learn more at doraedge.com.
Subscribe to Wealth Insider where you get your podcasts or visit performativ.com for more conversations from inside the world of wealth management.
#DORA #WealthManagement #FinancialRegulation
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25min
June 25, 2025 Beyond the Buzz of AI in Finance
In this episode of Wealth Insider, Performativ CEO Albert Geisler Fox joins host Christian Lindvall to explore how artificial intelligence is transforming the financial services industry, and what that really means for wealth managers.
They unpack how leading institutions are applying AI in everything from research to compliance and discuss what’s hype versus what’s actually helping organizations move faster and serve clients better. They also dig into the emotional core of wealth management, and why human connection still matters in a world of machine learning.
▶️ Topics Covered:
- Real-world use cases of AI in finance and wealth management
- The rise of agentic AI and back-office automation
- How advisors are using AI to personalize and scale their work
- Why emotional intelligence is a competitive advantage
- The future skills advisors will need to succeed
#WealthManagement #AI #WealthInsider
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24min
May 28, 2025Future-Proofing Wealth Management with Technology
"Technology isn’t just supporting wealth management, it’s reshaping it."
In this premiere episode of Wealth Insider, Christian Lindvall (Global Commercial Director, Performativ) sits down with Renco van Schie, Partner & CIO at Valuedge, to explore how technology is transforming the wealth management landscape, from portfolio scalability to client experience.
What you’ll learn in this episode:
How tech has changed wealth management over the past decade
Which tools actually move the needle, and which are just buzz
How Valuedge scales with technology and elevates client service
Practical advice for wealth managers starting their digital transformation
Predictions for 2030 and what a tech-enabled organization looks like
Whether you’re a CIO, advisor, or platform builder, this episode brings you real-world insight from an organization that’s embracing innovation head-on.
Resources:
Learn more about Performativ: https://www.performativ.com
Discover Valuedge: https://www.valuedge.nl
Subscribe for more honest conversations with leaders shaping the future of wealth management. New episodes coming soon!
#WealthManagement #DigitalTransformation #Fintech
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22min

FAQs about Wealth Insider:

How many episodes does Wealth Insider have?

The podcast currently has 4 episodes available.