Kyle Van Pelt - The Future of Fintech: Key Predictions and Opportunities for Growth
Episode description
Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS & C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate about golf, craft coffee, southern cooking, the ATL falcons and charitable works.
Tune in to hear:
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What we can learn from financial failures
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Why a fintech revolution/upheaval likely won’t replace the role of financial professionals
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Why a “one click” approach modeled on tech giants like Amazon, Netflix and Uber may not be suitable for behavior-based financial technologies
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How financial professionals could become even more crucial l in a world where trades happen with increased ease and convenience
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How to start a conversation around charitable giving with your clients
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Why you shouldn’t be afraid to humble brag
Twitter: KyleVanPelt