My Advice to Banks on AI: Bob Pisani of Addepar
Addepar's CTO Bob Pisani shares why banks must fix their data foundations before scaling AI, and where executives are overestimating and underestimating the technology's impact.
Wealth Management
My Advice to Banks on AI: Samantha McBride of ani.tech
Former hedge fund manager turned AI founder Samantha McBride shares why banks need to stop waiting for perfect data and start deploying agentic AI now.
My Advice to Banks on AI: Nick Perrett of Prosper
Practical advice on AI implementation, data governance, and regulatory compliance for banks from the CEO of an FCA-authorised AI-powered wealth management platform.
My Advice to Banks on AI: Ciaran Cosgrave of Nearform
Nearform CEO Ciaran Cosgrave shares his advice for bank executives on avoiding the 'field of dreams' fallacy and delivering real AI value in weeks, not years.
My Advice to Banks on AI: Dan Kemp of Portfolio Thinking
Dan Kemp, founder of Portfolio Thinking and former CIO at Morningstar, shares why banks should treat AI as a mirror not an oracle, and how to use it to protect client wealth.
2026 FinTech Predictions: Insights from Dave Dutch of Red Oak
Red Oak CEO Dave Dutch shares predictions on AI governance risks, rising client expectations for transparency, and the shift toward tax-advantaged investment products in 2026.
Matic Jug, Head of Growth, ICONOMI
Matic Jug discusses scaling regulated crypto investing across Europe, behavioural growth systems, and why digital assets are moving from speculation to structured finance.
2026 FinTech Predictions: Insights from Alvaro Morales of Flanks
Flanks Chairman Alvaro Morales shares his predictions for 2026, from data infrastructure priorities to AI implementation and the €85 trillion wealth transfer challenge.
2026 FinTech Predictions: Insights from Pierre Legrand of Alvarez & Marsal
Pierre Legrand, Managing Director of Digital Financial Services at Alvarez & Marsal, shares his predictions on programmable banking, agentic AI, and the future of customer loyalty in financial services.
Peter Visser, Cofounder & Director, The Trading Cafe
Peter Visser shares how The Trading Cafe is transforming trading education with scientifically-proven methods and genuine expert traders, achieving remarkable student results.
Joaquim De La Cruz, CEO & Co-founder of Flanks
Joaquim De La Cruz is CEO and Co-founder of Flanks, a wealthtech platform that uses data-led insights and automation to empower wealth advisors in delivering personalized services to a broader investor base.
Royden Greaves, CEO & Founder, Jarvis
Royden Greaves is CEO and Founder of Jarvis, a pension fintech that empowers employees to actively manage their retirement planning through an intuitive platform.