This time on WealthTech Unwrapped, our guest is someone we’ve been working very closely with. Recently, we announced our partnership with Microsoft on our Wealth Management Predictive Planning solution. This service is offered on Microsoft Appsource through Microsoft Cloud for Financial Services and Microsoft Dynamics 365.
Ingmar Boon, Biz App Strategic Recruit Lead at Microsoft, joins Ned to speak about how the integration of technology from both companies impact the wealth management and banking sphere. They discuss Microsoft’s stance on the FinTech and WealthTech industry as well as how Microsoft builds ecosystems with firms to create solutions within different industries.
Exploring the digital transformation of financial services, they agree that it goes beyond the digitizing of processes. It’s about using technology to modernize and optimize services in an innovative way. As more wealth management businesses are changing their strategies to adopt the trend, it’s evident that technology has encouraged inclusivity and better user journeys.