This time, on WealthTech Unwrapped, two WealthTech Founders, Laurent Bertrand, CEO and co-founder at BTO (Better Trade-Off Pte Ltd), and Ned, have a fruitful discussion about building and running a WealthTech start-up.
Laurent believes financial planning needs to be meaningful and scalable to understand clients while providing a solution that works best for them, and highlights the importance of bringing it across in the most compliant and natural way possible.
On digitalization in the Finance industry, Laurant acknowledges its difficulties. Though financial products and services are more accessible online today, not all of them can be sold the same way. Some require emotional investment, which is difficult to do digitally. That being said, he believes that the key to running a WealthTech start-up in the modern age lies in a great strategy that tackles every angle of the finance ecosystem while being executional. By doing so, start-ups can scale faster with their clients and reap the rewards.