Chartering a different path to wealth management — with technology and purpose

As clients look to consolidate their assets and relationships, what roles do community banks and credit unions play? Can technology be leveraged in a thoughtful way to help these financial institutions create and extend a broader set of solutions to their communities? When smartphones become wallets, who will be there to help consumers establish good financial habits and attain more secure financial well-being for the long term? In this week’s One Vision, Theo chats with digital wealth pioneer Margaret Hartigan, on her experience as a financial advisor during the dotcom era to the financial crisis, her journey across the country and the past decade as a startup founder, and on the future of banking and wealth management. If you are curious about the role that fintechs, banks, and big techs will play in wealth management, this is a must-listen episode for you.One Vision Podcast is a fintech, banking, and AI podcast hosted by Theodora Lau (Founder, Unconventional Ventures; author of Banking on (Artificial) Intelligence). One Vision goes beyond the headlines on AI, agentic commerce, digital banking, financial inclusion, and the future of money — with founders, analysts, venture capitalists, technologists, and operators building the next chapter of financial services. New episodes weekly. Featured guests include leaders from Ant, bunq, J.D. Power, Forrester, IBM, Microsoft, Salesforce, SAS, SAP, and Wall Street Journal. Recognized in American Banker's Top 20 Most Influential Women in Fintech. Hosted on Acast. See acast.com/privacy for more information.