Future-Proofing Wealth Management with Technology
Update: 2025-05-28
Description
"Technology isn’t just supporting wealth management, it’s reshaping it."
In this premiere episode of Wealth Insider, Christian Lindvall (Global Commercial Director, Performativ) sits down with Renco van Schie, Partner & CIO at Valuedge, to explore how technology is transforming the wealth management landscape, from portfolio scalability to client experience.
What you’ll learn in this episode:
- How tech has changed wealth management over the past decade
- Which tools actually move the needle, and which are just buzz
- How Valuedge scales with technology and elevates client service
- Practical advice for wealth managers starting their digital transformation
- Predictions for 2030 and what a tech-enabled organization looks like
Whether you’re a CIO, advisor, or platform builder, this episode brings you real-world insight from an organization that’s embracing innovation head-on.
Resources:
- Learn more about Performativ: https://www.performativ.com
- Discover Valuedge: https://www.valuedge.nl
Subscribe for more honest conversations with leaders shaping the future of wealth management. New episodes coming soon!
#WealthManagement #DigitalTransformation #Fintech
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