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.
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