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91. Keeping WealthTech Simple with Bert-Jan van Essen

91. Keeping WealthTech Simple with Bert-Jan van Essen

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Key takeaways

Key Takeaways:
1) The start-up journey is much like Ultra Running and Ski Mountaineering where a lot of effort is put into reaching the top and you reap the rewards at the end
2) Banks create unnecessary complexity by including too many features in their digital products. In reality, they should consider keeping it very simple for a better user experience

On this episode of WealthTech Unwrapped, Ned speaks with Bert-Jan van Essen, Founder and CEO of Fractionalmission.plus. They discuss building a Wealthtech start-up from the ground up, it’s similarities to Ski Mountaineering and the benefits of keeping WealthTech simple.

Bert-Jan, one of the pioneers in developing WealthTech solutions in Singapore, fondly recalls the journey of building his start-up, Dragon Wealth Asia Pte. Ltd. The driving force behind his company was to assist financial advisors in attracting new clients and empowering them to deliver superior advice, ultimately fostering longer-term client relationships and investments. At the time, this vision aligned perfectly with Singapore’s abundance of family offices, which often had independent financial advisors.

Drawing parallels from his entrepreneurial journey to his experiences in Ski Mountaineering, Bert Jan acknowledges the immense effort invested at the outset, with the true rewards and satisfaction reaped at the journey’s end.

Bert-Jan emphasizes the importance for banks to improve the usability of their digital offerings and expand their product range beyond their offerings. He criticizes the excessive spending on customization, arguing that the focus should be on delivering excellent products to clients rather than getting entangled in the buying and customization processes.

Furthermore, Bert Jan points out that banks tend to introduce unnecessary complexity by incorporating too many features into their digital products to meet the requirements of multiple departments. This approach becomes difficult to maintain and compromises the necessary technology to fulfill all these demands.

Meet Our Guest Speaker

Bert-Jan van Essen

Fractionalmission.plus

Bert-Jan van Essen, Founder and CEO of Fractionalmission.plus is a visionary leader in the tech industry, renowned for driving sales, scalability, and innovation across both B2C and B2B platforms. As the founder of Imagine Digital, a dynamic digital strategy consultancy, and Dragon Wealth Asia Pte. Ltd., Bert-Jan is dedicated to empowering companies with digital growth ambitions through strategic insights and operational excellence. Throughout their illustrious career, Bert-Jan has made significant contributions to various tech ventures. They played a pivotal role in creating cutting-edge financial technology solutions at Dragon Wealth Asia, an award-winning FinTech based in Singapore. As Chief Product and Technology Officer at Privé Technologies, they led the development of the world's first Wealth Tech SaaS platform, leveraging AI, ML, and Blockchain technologies. Throughout his career, Bert-Jan has consistently pushed the boundaries of what's achievable in the tech industry, leaving an indelible mark on both B2C and B2B platforms. His unwavering commitment to delivering digital strategies and operational excellence continues to inspire and innovate, making a lasting impact on the world of technology. Throughout their illustrious career, Bert-Jan has made significant contributions to various tech ventures. They played a pivotal role in creating cutting-edge financial technology solutions at Dragon Wealth Asia, an award-winning FinTech based in Singapore. As Chief Product and Technology Officer at Privé Technologies, they led the development of the world's first Wealth Tech SaaS platform, leveraging AI, ML, and Blockchain technologies. Throughout his career, Bert-Jan has consistently pushed the boundaries of what's achievable in the tech industry, leaving an indelible mark on both B2C and B2B platforms. His unwavering commitment to delivering digital strategies and operational excellence continues to inspire and innovate, making a lasting impact on the world of technology.

Bert-Jan van Essen- Chief Product and Technology Officer of Exporo

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