Many thought computers and AI would replace advisers, but Michael shows why he believes that’s not true and what to expect next.
He talks about how technology changed jobs in the past, like during the Industrial Revolution, and compares it to what’s happening now with financial advisers. Michael highlights five important trends in the industry, showing how technology is helping advisers offer better services and improve their businesses.
Using examples from different industries, Michael explains how using technology smartly can make businesses more productive and valuable. He encourages advisers to focus on creating great experiences for their clients to stay successful in this fast-changing world. Watch the highlights below:
Jessie Leworthy first joined FTRC as an intern while working toward her BSc in Banking and Finance. After completing her degree, she moved into a full-time role and now serves as the Communications Coordinator, where she’s expanding her knowledge in the ever-evolving world of FinTech. Jessie plays a key role in shaping the company’s social media presence, crafting marketing strategies, and building strong relationships with FTRC's audience. She’s passionate about honing her skills and making meaningful contributions to FTRC’s growth in the FinTech space.
In 2023, Jessie was proud to receive the 'Trainee of the Year' award at the Europe FinTech Awards, a milestone in her journey. She remains committed to her professional development and continues to contribute to the innovative work happening at FTRC.
From Devon, Jessie loves spending her free time by the coast. Whether she’s surfing or just relaxing on the beach, being by the sea helps her unwind and keep a healthy work-life balance, so she can return to her role with fresh energy and enthusiasm.