Finsight Series - Going Digital in Banking and Wealth Management

Here’s a 5-minute clip from the first event in the Finsight Series focused on Going Digital in Banking and Wealth Management, held back in May 2021 and moderated by Pete Townsend from Norio Ventures.

The demand for digital financial services goes far beyond the domain of neobanks - how do we become truly digital upstream of consumer banking, especially in institutional banking and wealth management?

In this session, we heard fascinating insights from leaders and entrepreneurs working at the forefront of digital banking and Fintech. Going digital is not easy despite advancements in technology, complex regulation, trust in technology, and the need for human interaction for consumers remain obstacles and opportunities for financial services to innovate and grow in the digital era.

The Finsight Series is run by Navirum, a Financial Services Consulting company, specializing in helping businesses grow and operate more efficiently in the digital age.

Agenda

  • Going Digital with individuals and institutions - our lessons learned

  • The role of trust - how do we use digital to build relationships?

  • Knowing your playing field - how do we move faster?

  • Best-in-class Fintech players - who can we learn from?

Speakers:

  • Rory Galvin, Founder and CEO of Navirum

  • Niall Twomey, CTO and Co-Founder of Fenergo

  • Bryan Clagett, CRO of Moven

  • Cory Haberkorn, Senior Manager, Industry Advisor, Global Wealth & Asset Management of Salesforce

  • Pete Townsend, Founder of Norio Ventures, Coinbase Ireland board member

Here’s a clip from the event featuring an exchange between Pete Townsend and Niall Twomey on connecting the customer experience across the value chain of a financial institution. To finish off the event, all of the speakers shared their final thoughts in this clip on YouTube.

Pete Townsend