In this episode of the London Fintech podcast, Tony Clark talks to Sarah Levy.

There are approximately 60,000 wealth firms globally of all sizes offering propositions that span pure advisory, self-directed, robo-advisory and hybrid models in a market characterised by shifting demographics, consolidation and new asset classes.  So how do firms differentiate and get ahead?

This conversation explores Betterment’s use of technology for competitive advantage and delivering a purpose-led wealth solution to the “zillennial” generation of investors.

Sarah shares her unique insights on building targeted consumer brands for specific demographics and customer segments, the power of hyper-personalisation, and the misalignment between traditional firms and the digitally accelerating ecosystem. “If Schwab and Fidelity and Vanguard are my parents brands, Betterment will be the Zillennial wealth brand”.

Additionally, she provides some really practical insight for C Suite leaders and fintech entrepreneurs on building a growth company, transitioning to fintech, building customer loyalty, and creating a balanced corporate culture.

• Moving from big-media to Wealth Management


• Transforming businesses for the Digital Age


• The importance of brand in all sectors


• Solving problems for customers and laser focus


• The  ‘Zillennial’ generation need for technology driven solutions


• The direction of the Wealth Management sector


• “Selling eat your vegetables while some of the others were offering candy” during the pandemic


• How Important is Enterprise scale for Wealth Firms?


• Betterment’s Mission – making people’s lives better


• How Betterment Works


• Digital vs Real Life advisors


• Betterment’s Portfolio Strategy


• Betterment’s Market Positioning as a FinTech


• How Betterment Differentiates from Competitors


• Simplicity and the elegance of the user experience


• Sarah’s Team Building Journey and Betterment’s Culture


• Food as a team-builder..


• The Rise of AI in Wealth Management


• Sarah’s Challenges and learning every day


• Switching from corporate to fintech


• Future Plans for Betterment


• Where to Learn More

Learn more:

Sarah: https://www.linkedin.com/in/sarah-kirshbaum-levy-889881a1/

Betterment: https://www.betterment.com

Tony: https://www.linkedin.com/in/tony-clark-07160b/

NextWave: https://www.nxwave.com