WealthTech on Deck
LifeYieldWealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
| Publishes | Weekly | Episodes | 151 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingInvesting | |||
Listen to the Podcast
Latest Episodes
The future of wealth management technology is centered around personalization, client-centricity, and the integration of emerging technologies. Recognizing this revolution, Franklin Templeton is at the forefront of disruption, actively transforming t... more
WealthTech in the Weeds is a new series covering the broad yet critical path to financial services. The goal is to get together with industry experts and get into the details of building an effective, productive, coordinated, and comprehensive advice... more
The future of wealth management technology is intertwined with the power of generative AI. Microsoft's strategic partnerships with industry leaders and the development of Microsoft Teams as a platform for collaboration and data aggregation demonstrat... more
Artificial intelligence (AI) has become a buzzword in the financial industry, with many claiming it will revolutionize wealth management. However, there is often a need for more clarity about what AI can do and how it can benefit financial advisors. ... more
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Reviews
- Super BASIC content on “AI Revolution in Wealth Management”
This episode felt like it was recorded in December of 2022. There are so many significant AI changes since the last 6-7 months and none of that was covered. Instead there was some average chit-chat about the importance of summarisation and workflow tools. There was also a mention about privacy concerns using AI tools like ChatGPT. That was solved by Open AI 2 weeks ago with ChatGPT Enterprise - they have a SOC2 compliant enterprise offering that organizations can use to integrate with. more
Apple Podcasts2Jonathan Michael (Wealth I/O)
United States7 months ago - Insightful & Applicable
When you want to know and learn about a topic in client services today - economics or investor relations - the podcasts by LifeYield through Jack Sharry are the Gold Standard. Listen - learn - apply - results. Fabulous.
Apple Podcasts5Kahuna3456United States3 years ago - The best wealthtech podcast out there!
If you only listen to one podcast today, make sure it’s Wealthtech On Deck. Jack Sharry’s expertise and industry experience are evident. The guests on this podcast are sure to make this an industry favorite. A truly can’t miss podcast!
Apple Podcasts5IrdancingfriendsUnited States3 years ago - The best WealthTech podcast out there
There are a lot of fintech podcasts out there, but not many that focus on wealthtech specifically. If that’s your niche, you’ve come to the right place. Each episode shows how the biggest firms are making things better for their advisors and clients with technology. As someone who looks at the future of wealthtech constantly, there’s finally a weekly resource that’s worth a listen. Subscribe with confidence.
Apple Podcasts5WealthTech WarriorUnited States3 years ago
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Chart Rankings
Apple Podcasts | #67 |  India/Business/Investing |
Apple Podcasts | #238 |  New Zealand/Business/Investing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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WealthTech on Deck launched 3 years ago and published 151 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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