Wealth Insider
Wealth Insider
Podcast Description
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 shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
Podcast Insights
Content Themes
The podcast centers on wealth management, technology in finance, and digital transformation with episodes such as 'Future-Proofing Wealth Management with Technology' discussing how technology reshapes client experiences and portfolio strategies. Specific focus areas include the impact of fintech innovations and practical advice for wealth managers adapting to digital tools.
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 shaping the future of wealth management. Whether you’re managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
“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
To learn more about Performativ, visit performativ.com.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.