Only 3% of UK adults receive financial advice. Our guest this week wants to change that. Mary Kemi Agbesanwa is the fintech growth lead at Seccl, a company that provides the technology that allows businesses to launch UK-based investment propositions. Mary shares what she sees is working in fintech and where there's room for change. We discuss financial inclusion, embedded finance, neobanks, and the UK advice gap. 
Check out her blog: https://www.maryagbesanwa.com/

Standard Charted Kenya recently launched SC Shilingi Funds a money market fund that allows customers to start investing. Host, Ned Philips discusses why this particular client launch has been so successful. 
He also highlights FNZ's recent $1.4 Billion funding round and what that means for other players in the industry. 

This week we’re joined by Helene Li, a banker turned fintech entrepreneur and now founder of GoImpact. 

She talks about the importance of taking action in financial investments, and how perfection isn't the goal when it comes to ESG metrics and sustainability as a whole. She also addresses how asset managers should embrace sustainable finance and shares what she hopes the industry will evolve into.

UBS recently acquired Wealthfront, marking a pivotal moment for the industry.
Ned gives us an overview of the deal and shares how he believes this will affect both B2C and B2B robos. He also gives a message to financial institutions looking to digitize. 

Our first guest of 2022 is Jorge Javier Eguino, a Digitial Transformation Specialist at BIM in Bolivia. Jorge combines his passion for data science and digital transformation with his exposure to different markets in South America to give us insight into the fintech industry in Latin America. We talk about micro-financing, what companies should focus on, and how customer accessibility is crucial in this region. 

As we approach the end of yet another year, this podcast episode rounds up some of the best insights and learnings our guests have shared with us through 2021. It is a portrait of what we have observed from the ever-evolving wealth tech industry as well as a hopeful look towards better and bigger transformation ahead. Beyond that, we would also like to take this chance to show appreciation to the numerous guests who have taken the time to appear on our podcast to share their thoughts. We selected 14 commentaries that encompass some compelling opinions on the wealth tech space. 

This week Ned is joined by William Trout, Wealth Management Director at Javelin Strategy and Research. Will tells him about the most recent reports he’s worked on which center around the needs of retail investors and advisors. 

They also discuss Next Best Action and Direct Indexing amongst other things.

This may go down as the episode with the widest range of topics covered in 30 minutes. From food trucks to AI Financial Planning, our guest is nothing short of interesting.

Alexander Fleiss is the CEO of RebellionResearch and an avid teacher of machine learning amongst other things. He and Ned talk about Deep Learner Stock Predictions, AI Financial Planning, The New York Food Truck Association, Educational TV and so much more. 

Imagine how much wealth firms can grow with access to the right consumer data, analytics, and research products, helping them navigate the rapidly changing wealth management landscape. That's what Parameter Insights does. 
This week Ned has a short but insightful conversation with Josh Book, CEO and Founder of Parameter Insights. They discuss the advisor trend that Josh and his team have found in their data, financial advice across different segments, and what the future of wealth tech could look like.

Many investors want to do good but simply don't know that they can make a positive impact on the environment and other issues through their investments. Patrick Reed and Gabe Rissman solved that with their ESG Investment software that provides all the tools financial advisors need to help clients understand and grow their social + environmental impact.

We sit down with Patrick who tells us about where his passion comes from, how metaphor metrics work, and who this software caters to.

In the end, we find out that Patrick may be the new Doc from Back to the Future, coming to save the planet before it's too late!

https://yourstake.org/