Banking Fintech Podcasts

Fintech tackling investment management

Fintech tackling investment management. Image: edar CC0 Public Domain
Written by JP Nicols

JP Nicols hosts the podcast this week, and looks at investment management in fintech, talking to Jay Shah of Personal Capital.

When the fintech revolution first started, most of the action was seen in payments and consumer experience in daily banking. Many bankers wondered how long it would be before fintech played a bigger role in investment management and what it would change.

In the past year, the number of fintech companies focused on investment management has skyrocketed. In this latest episode of the Breaking Banks podcast, I’ll be talking to one of the earlier players in investment management, Jay Shah of Personal Capital, about being involved early in this part of the change, and how Personal Capital differentiates itself, plus what trends it sees in the space.

Derek Corcoran of Avoka joins us to talk about ways to help banks embrace the fintech revolution from the inside, and the other winners of Best in Show at Finovate – EyeVerify and Valuto – will tell us about themselves and their Finovate experience.

– This podcast is reproduced with kind permission. Some minor changes may have been made to the text to reflect BankNXT style considerations, but the podcast itself is always unchanged. Listen to more here. Image: edar CC0 Public Domain

About the author

JP Nicols

JP Nicols has more than 20 years' experience as an adviser to high net worth families, a manager and senior leader. He is a writer, speaker and trainer, and has served in numerous leadership positions, including chief private banking officer for the Wealth Management Group of US Bank.

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