Maveric Systems
Maveric Podcasts is an expert-led audio series focused on key trends shaping the AI-first banking world. Featuring perspectives from Maveric Systems’ BankTech specialists and industry experts, the conversations surface insights on how artificial intelligence is influencing decision-making, innovation, and competitive differentiation in financial services.
The discussions span Retail Banking, Wealth Management, Corporate Banking, Lending, and Payments, examining emerging AI-driven shifts across products, customer engagement models, and business strategy. The content is designed for banking and financial services leaders seeking informed, practical viewpoints on where AI adoption is headed and what it means for the future of banking.
Maveric Systems
Redefining Financial Advisor: Navigating Change in a Tech-Driven World
Join our latest episode of the Maveric Banking Edge Podcast Series, where we explore the evolving landscape of financial advisory in the modern era. Tune into the E.D.G.E—Experiences Delivered by Global Experts—and gain insights into how financial advisors redefine their role amid technological disruptions and shifting client expectations.
Adapting to New Realities: Tech, Demographics, and Values
In this episode, industry leaders delve into the critical factors reshaping financial advisory services. From cloud and AI innovations to significant demographic shifts, financial advisors must adapt to meet the demands of a younger, digitally native client base with changing values. Our experts explore how embracing technologies such as generative AI, machine learning, and tokenization is crucial for the future success of financial advisors.
Primary Discussion Points:
- Technology-Driven Transformation: Discover how cloud, AI, and mobile technologies alter how financial advisors serve clients. Learn about the impact of tokenization on making high-value assets accessible to a broader audience.
- New Generation of Investors: As millennials and Gen Z investors demand more transparency, education, and personalized engagement, financial advisors are transforming from mere advisors to educators and tech-savvy partners.
- Fractional Ownership & Tokenization: Hear how tokenization and fractional ownership democratize access to high-value assets like real estate, private equity, and even fine arts, enhancing portfolio diversification and risk management.
- Human Touch Meets Tech: Balancing technology with human empathy is a central theme—our experts discuss why combining real-time, AI-powered insights with personalized, high-touch interactions is the way forward.
Why You Should Tune In.
Whether you're a financial advisor, wealth manager, or a fintech enthusiast, this podcast will provide you with actionable strategies to thrive in the rapidly evolving financial landscape:
- Be Ready for Tomorrow's Investors: Learn how to integrate AI and digital platforms to provide seamless, personalized services.
- Embrace Fractionalization and Alternative Assets: Understand the potential of new asset classes and how they can revolutionize your clients' portfolios.
- Key Takeaways for C-Suite Wealth Managers: Our experts break down what C-suite executives need to focus on—from technological integration to redefining client engagement and regulatory adaptation.
Expert Insights.
“To thrive in today’s banking environment, advisors must adapt their role from pure advisors to educators, utilizing technology to empower and engage clients effectively.”
~ Avinash Brijesh Dave
“The shift to digital is undeniable, but it’s about rethinking engagement—combining technology with meaningful human touchpoints.”
~ Effie Pylarinou
Don't miss out on this essential conversation, which lays out the roadmap for financial advisors seeking to stay ahead in the age of digital transformation.
Listen Now to explore how the role of financial advisors is being redefined for a tech-driven future and uncover strategies to meet the expectations of today's—and tomorrow's—investors.