Join Peter and Danni as they dive into a comprehensive review of Finura’s 2023 WealthTech Predictions in this engaging two-part episode. In Part 1, they assess how their forecasts on startup challenges, Client Portal adoption, trends in Digital Advice, Platform Technology competition, the evolving landscape of Foreign Tech Firms, and AI in Financial Services fared over the year. This episode offers a concise overview of the key developments in 2023 and their implications in WealthTech.

Stay tuned for Part 2 where the team will delve into their 2024 Predictions, offering fresh insights and foresight into what’s next in the world of WealthTech.

EP 18: Finura’s WealthTech Predictions – Part 1/2: 2023 Review Scorecard