The conversation highlights how financial services are interlinked and complex, urging a broader perspective beyond niche developments in the industry.
Gen Z is cautious about financial advice, preferring guidance from influencers on platforms like TikTok instead of traditional channels.
Financial services are slow to adopt AI due to regulatory complexities, causing banks to be among the last sectors to innovate.
AI is expected to disrupt wealth management significantly, changing recruitment, training, and strategical approaches within financial institutions.
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