Wealth Insider: "AI Is not a Must, It's a Means"

Thank you to Wealth Insider by Performativ - Wealth Management Software for the conversation and collaboration.

Independent financial advisers are the backbone of Europe’s wealth landscape. But as regulations tighten, client expectations shift, and technology accelerates, resilience and client focus are being redefined.

At Wealth Insider, Koen Marcel K Vanderhoydonk, CEO of The Connector., joins Christian Lindvall to explore how advisers can stay competitive in a fast-changing market.

Key takeaways:

- Regulation and margin pressure demand smarter, leaner business models.

- Next-generation clients expect digital efficiency and human trust.

- Success now depends on operational excellence and adaptability.

"AI is not a must, it’s a means. The most successful firms are those embedding technology into their operational flow while keeping human connection at the center.” – Koen Vanderhoydonk, CEO, The Connector

🎥 Watch the full episode here: https://lnkd.in/gmGuitAH