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Expert Interviews

Expert Interviews
11 September 2018

Marc R. Butler

COO at BNY Mellon’s Albridge

by INSART

WealthTech Insights #34 with Marc Butler: Technology Helps, but does not Replace, Financial Advisors

With Marc Butler, COO at BNY Mellon’s Albridge, we discussed how technology is changing the industry’s focus from financial advisors to investors. Marc also shared his vision of what FinTech…
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Expert Interviews
23 August 2018

Sameer Jain

Founder and CEO at ActiveAllocator

by INSART

WealthTech Insights #33 with Sameer Jain: Technology Driven Personalization and Disruption

For this interview we met with Sameer Jain, Founder and CEO of ActiveAllocator. During the interview, Sameer shared his thoughts on the latest trends and challenges in the wealth management…
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Expert Interviews
21 August 2018

Luca Merolla

CEO at Guruvest

by INSART

WealthTech Insights #32 with Luca Merolla: The Robo-Advisor of the Future Will Hold No Assets

With Luca Merolla, startup advisor and CEO of Guruvest, an open investment platform, we discussed the biggest trends in trading strategies and robo-advisor technology, we also talked about problems of…
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Expert Interviews
7 August 2018

Gerard Michael

Cofounder and president at Smartleaf

by INSART

WealthTech Insights #31 with Jerry Michael: Financial Advisors Moving Towards Life Coaching

With Jerry Michael, president of Smartleaf, we discussed how robo-advisory solutions impact the services that financial advisors offer, why calendar-based rebalancing are becoming inefficient, and whether robos may replace human…
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Expert Interviews
31 July 2018

Lori Hardwick

Founder and President at AI Labs

by INSART

WealthTech Insights #30 with Lori Hardwick: How to Build a Strong Network in the Industry

Lori Hardwick is a prominent leader in financial services with over 25 years of experience in the industry. With Lori, we discussed trends, problems, and opportunities in the industry, and…
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Expert Interviews
5 July 2018

Lowell Putnam

Cofounder and CEO at Quovo

by INSART

WealthTech Insights #29 with Lowell Putnam: Automated Solutions Eliminate the Human Component

With Lowell Putnam, co-founder and CEO at Quovo, we discussed trends disrupting the wealth-management industry, peculiarities of working with FinTech startups and financial enterprises, and expectations about the industry’s future.
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Expert Interviews
19 June 2018

Larry Shumbres

CEO at Totum Risk

by INSART

WealthTech Insights #28 with Larry Shumbres: Robo-Advisors and Machine Learning for Industry Growth

With Larry Shumbres, CEO of Totum Risk, we talked about the explosion of robo-advisory services, artificial intelligence (AI), machine learning, and blockchain. Larry shared his expectations about their impact on…
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Expert Interviews
17 May 2018

Josh Book

CEO of ParameterInsights

by INSART

WealthTech Insights #27 with Josh Book: Build, buy or partner? How tech engages with wealth management

Continuing the dialogue with WealthTech influencers, we spoke with Josh Book, founder and CEO of Canadian ParameterInsights, and discussed what’s trending in the market as well as the future of…
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Expert Interviews
15 May 2018

Matthew Wolniewicz

President of Fi360.

by INSART

WealthTech Insights #26 with Matt Wolniewicz: Automating tasks and adhering to the changing regulatory landscape

Matt Wolniewicz, the president of Fi360, shares his thoughts on major trends, benefits of big data analytics and artificial intelligence, FinTech companies to watch. Matt also gives some insights about…
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Expert Interviews
10 May 2018

Alexis Kalmanovitz

Founder and managing director of Zelig Associates

by INSART

WealthTech Insights #25 with Alexis Kalmanovitz: On cultural difference and high touch in wealth management

With Alexis Kalmanovitz, who specializes in financial technology focusing on enterprise services, we discuss upcoming trends in wealth management, such as digitizing the industry, big data and AI, and the…
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