On this week’s episode of WealthTech Unwrapped, Ned speaks with Tim Baker, Managing Director, Financial Services Practice Lead at Expero Inc, about the history of financial data, the complexities that lie within it, and how it plays a vital role in the modern age, especially in WealthTech.

Being well-versed in financial data, Tim emphasizes that the future lies in technological advancements and that automation is key. He highlights that independent data providers are more efficient as they have adapted against competition from larger organizations and that Artificial Intelligence and Machine Learning has given them an edge over traditional players. This has allowed them to normalize data as it is organized at the source, enabling it to be readily available and on demand.