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Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing.
In this episode, Shannon Spotswood interviews two guests, Joel P. Bruckenstein, CFS, CMFC, CFP®, Financial Services FinTech Expert, and Dr. Jordan A. Hutchison, RFG’s Vice President of Technology, about the tech landscape in the financial services industry. They start off with their thoughts on the T3 conference before diving into a discussion about how tech advances like AI are disrupting the financial space.
Joel and Jordan discuss:
- What surprised them and what confirmed their beliefs about the tech landscape in the finance industry from the T3 conference
- Why Joel believes cybersecurity is an existential threat, especially to small and medium-sized firms
- How AI will impact the financial industry moving forward and where they see it being most disruptive
- How advisors can use FinTech data to build their firm
- How young investors are changing the industry by valuing fulfillment and peace of mind
- How advisors can leverage their clients’ interactions with the client portal to identify when they may need assistance
- And more
Related: Crafting and Growing Your Own Firm as an Independent Advisor with David Koren