WealthTech

WealthTech – Enabling a Culture of Savings & Investment

MEDICIGlobal Head of Content

In a conversation on the investment culture and how technology changed the way individuals of various lifestyles and ages treat personal finance, Kitty Mccormick, Coutts; Stephanie Gopalakrisna, Pershing (a BNY Mellon company); Scott Johnston, Vanguard International; and Iqbal Gandham, eToro, share insights on how technology-enabled access to easier on-boarding for wealth management services to larger demographics. One of the interesting takeaways from the conversation is that newly acquired easy tech-enabled access to new types of services may lead individuals to short-term focused decisions. To create sustainable impact, technology startups need to encourage long-term goals that will contribute to the future well-being of individuals, building resiliency to hardships of various nature later in life.

However, the balance is required when it comes to returns. FinTech customers are seeking to achieve short-term and long-term goals, requiring platforms to develop a personalized educational side, sharing necessary tools for individuals to achieve their goals in the short and term goals.

Elena Mesropyan

MEDICIGlobal Head of Content

Global Head of Content, MEDICI

Elena is a research professional with a background in social sciences and extensive experience in consumer behavior studies and marketing analytics. She is passionate about technologies enabling financial inclusion for underprivileged and vulnerable groups of the population around the world.