Cyber Security, Personalization, and the Future of UMH with Nicole Casperson
WealthTech on Deck
English - October 12, 2021 08:00 - 30 minutes - ★★★★★ - 16 ratingsInvesting Business Marketing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews.
Nicole is well-known for covering innovation and wealth tech trends in finance. Recently, she has been developing strategic innovations in UMH. Prior to her experience in fintech, Nicole wrote for trade publications in the housing and mortgage industry.
Jack and Nicole talk about the importance of cyber security in finance, the impact of personalization, and the future of UMH.
“UMH needs to evolve beyond a platform or a service we provide. Within five years it will become mainstream. It will become table stakes that technology is connected, that data is connected, that accounts are integrated, so they can talk to each other and then work together to create different outcomes.” ~ @nicolecasperson
Main Takeaways
Clients want to be involved with every financial decision as much as possible. In today’s climate, every client's portfolio reflects who they are and their values.
More and more clients are becoming aware that they need to communicate better with their advisors. Data from a client's financial history and lifestyle can be interconnected to get the most accurate personalized advice.
The pandemic has been an eye-opener for clients around financial freedom and retirement plans. This will continue to be a big factor in planning for the future of wealthtech and UMH.
Links
Nicole Casperson on Twitter
Nicole Casperson on LinkedIn
InvestmentNews
Lynne Rhinehart
Jason Moore
Morgan Stanley
Eric Lordi
Wells Fargo
Merrill Lynch
Amazon
Know The Score: An Independent Validation Of LifeYield By E&Y
EY survey: Financial protection gap widens between consumers in emerging and developed markets as COVID-19 uncertainty mounts
Olivia Rodrigo
Miley Cyrus
BTS
Elton John
David Bowie
Janis Joplin
Joan Jett
Stevie Nicks
Debbie Harry
Tina Turner
Aretha Franklin
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
In this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews.
Nicole is well-known for covering innovation and wealth tech trends in finance. Recently, she has been developing strategic innovations in UMH. Prior to her experience in fintech, Nicole wrote for trade publications in the housing and mortgage industry.
Jack and Nicole talk about the importance of cyber security in finance, the impact of personalization, and the future of UMH.
“UMH needs to evolve beyond a platform or a service we provide. Within five years it will become mainstream. It will become table stakes that technology is connected, that data is connected, that accounts are integrated, so they can talk to each other and then work together to create different outcomes.” ~ @nicolecasperson
Clients want to be involved with every financial decision as much as possible. In today’s climate, every client's portfolio reflects who they are and their values.
More and more clients are becoming aware that they need to communicate better with their advisors. Data from a client's financial history and lifestyle can be interconnected to get the most accurate personalized advice.
The pandemic has been an eye-opener for clients around financial freedom and retirement plans. This will continue to be a big factor in planning for the future of wealthtech and UMH.
Links
Nicole Casperson on Twitter
Nicole Casperson on LinkedIn
InvestmentNews
Lynne Rhinehart
Jason Moore
Morgan Stanley
Eric Lordi
Wells Fargo
Merrill Lynch
Amazon
Know The Score: An Independent Validation Of LifeYield By E&Y
EY survey: Financial protection gap widens between consumers in emerging and developed markets as COVID-19 uncertainty mounts
Olivia Rodrigo
Miley Cyrus
BTS
Elton John
David Bowie
Janis Joplin
Joan Jett
Stevie Nicks
Debbie Harry
Tina Turner
Aretha Franklin
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify