In this exciting episode of WealthTech Unwrapped, Ned engages in a captivating conversation with wealth management expert Manish Prasad, whose rich journey spans the worlds of startups, corporate giants, and the dynamic landscape in between.
The discussion kicks off by recognizing the transformative power of wealth-tech. It’s not just about automated solutions; it’s about how technology complements the expertise of human advisors. Manish offers key learnings around defining problems from the customer perspective, a strategy he emphasizes is crucial for product-market fit. Furthermore, he emphasizes the significance of honesty in client relationships, enabling potential partners to offer more meaningful assistance.
Looking toward the future, Manish paints a three-tiered vision of wealth-tech. With technology as the catalyst, the future of wealth management holds the promise of accessibility, efficiency, and social impact. It’s not just about managing wealth; it’s about democratizing access to impactful wealth management for everyone.