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Expert Interviews

Expert Interviews
12 November 2019

Joe Elsasser, CFP®

President and Founder of Covisum®

by INSART

WealthTech Insights #74 with Joe Elsasser. The Future of Financial Advisors Is Technology Augmented

In the next five to ten years, the role of the financial advisor—the human advisor—is going to be more and more technology augmented. With Joe Elsasser, CFP®, President and Founder…
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Expert Interviews
29 October 2019

Sean Brown

President and Chief Executive Officer at YCharts

by INSART

WealthTech Insights #73 with Sean Brown. How can WealthTech better enable Advisers?

With Sean Brown, President and Chief Executive Officer at YCharts, we discuss how the role of a financial advisor has changed and what WealthTech companies should offer them. Sean believes…
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Expert Interviews
15 October 2019

Catherine Clay

SVP, Global Head of Information Solutions at Cboe…

by INSART

WealthTech Insights #72 with Catherine Clay. Why Would Fintechs Collaborate with Big Corporations?

With Catherine Clay, SVP, Global Head of Information Solutions at Cboe Global Markets, we discuss pros and cons of merging fintechs. Should a financial institution acquire a startup that's running…
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Expert Interviews
1 October 2019

Robert Seidman

Offering Manager at IBM Watson Financial Services

by INSART

WealthTech Insights #71 with Rob Seidman. Commoditized Infrastructure Becomes Requisite to Focus on Customers’ Needs

What if wealth management companies were unburdened from infrastructure concerns and instead could conquer the cutting edge? With Rob Seidman, Offering Manager at Watson Financial Services, we discuss artificial intelligence,…
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Expert Interviews
17 September 2019

Robert Seidman

Offering Manager at IBM Watson Financial Services

by INSART

WealthTech Insights #70 with Rob Seidman. Should a Wealth Management Firm Do Cybersecurity?

With Robert Seidman, Offering Manager at IBM Watson Financial Services, we discuss data security issue in WealthTech. Should they rely on counterparties to secure systems and data or tackle cybersecurity…
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Expert Interviews
30 July 2019

Robert Kirk

Founder & CEO of InterGen Data, Inc.

by INSART

WealthTech Insights #69 with Robert Kirk. Use Cases for AI Data Analysis: Marketing and Early Warning of Life Events

With Robert Kirk, Founder & CEO of InterGen Data, we discuss whether AI can help advisors more accurately predict a life event and generate better marketing to drive more onboarding…
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Expert Interviews
25 July 2019

Brian McLaughlin

CEO of Redtail

by INSART

WealthTech Insights #68 with Brian McLaughlin. Artificial Intelligence in Fintech – No Longer Just Hype

The AI revolution is coming in the form of machine-learning algorithms such as chatbots and smart data extrapolation, which can be used to analyze information and provide insights. Brian McLaughlin,…
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Expert Interviews
18 July 2019

Brian McLaughlin

CEO of Redtail

by INSART

WealthTech Insights #67 with Brian McLaughlin. What can Replace All-in-one Solutions?

Some tech firms offer advisors all-in-one solutions. The premise is that if everything is in one place, daily routines and workflows will go more smoothly with significantly lower software expenses.…
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Expert Interviews
9 July 2019

Anders Jones

Chief Executive Officer & Co-Founder of Facet Wealth

by INSART

WealthTech Insights #66 with Anders Jones. A Sneak Peek Into the Future of Finance and FinTech

With Anders Jones, CEO of Facet Wealth, we talk about the future of finance and FinTech. What troubles may robo-advisers bring and why the move to complete planning approach is…
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Expert Interviews
20 June 2019

Hailin Li

CEO and Founder of Advyzon

by INSART

WealthTech Insights #65 with Hailin Li. How Can WealthTech Companies Stay Afloat in the Growing Market?

Technology and increased demand for features are driving change. Will you sink or swim? With Hailin Li, CEO and Founder of Advyzon, we discuss how WealthTech companies use AI and…
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