In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Rick Higgins and Carl Knecht about the evolving technology landscape in the family office and wealth management space. They explore key topics such as the importance of iterative technology adoption, the best-of-breed vs. all-in-one approach, and common mistakes firms make when upgrading their tech stacks.
The discussion highlights challenges like data integration, cybersecurity, and change management while offering practical insights on reporting strategies, vendor selection, and outsourcing. They also touch on emerging trends in AI and machine learning, emphasizing the need for data readiness to leverage AI-driven insights in the future.
The episode wraps up with a personal touch as the guests share their favorite spots in Colorado.
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The Risclarity WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham.
Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.
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Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change.
