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EP 66: Wealth Management Gets An AI Makeover: Mehdi Fichtali of FinaMaze
Manage episode 386938699 series 3333728
In the latest episode of Couchonomics, Arjun was joined on the couch by Mehdi Fichtali, CEO & Founder of FinaMaze, MENA's first AI digital wealth manager.
Founded by a highly experienced team with decades of track record in capital markets and asset management, their hybrid human/machine teams are currently managing hundreds of portfolios. We spent a fair amount of the episode breaking down AI's role in wealth management and the need for a product like FinaMaze.
In the episode, Arjun and Mehdi spoke about:
- Their general frustration with traditional investment options
- The pitfalls of using trading platforms without proper training
- The wealth management industry's failure to educate customers
- FinaMaze's process of tailoring micro-portfolios for individual clients
- The way they’ve partnered human decision-makers with AI
- Challenges in B2C wealth management
- What differentiates FinaMaze from other "robo-advisors"
This is a great episode for AI enthusiasts, those working in wealthtech or wealth management, and anyone trading in their personal capacity.
Our website 👉 https://bit.ly/3jk7UH0
Couchonomics with Arjun Season 03 is brought to you by our partners:
- Adyen https://www.adyen.com/
- ToYou https://toyou.io/ar
- Mastercard https://mastercard.com/
- M2P https://m2pfintech.com/
- Thunes https://www.thunes.com/
Find us on our social media platforms:
- Arjun's LinkedIn https://www.linkedin.com/in/arjunvirsingh/
- CCN LinkedIn https://www.linkedin.com/showcase/couchonomics-with-arjun-singh/
- Instagram https://www.instagram.com/couchonomics/
- Twitter https://twitter.com/Arjun_Vir_Singh?s=20
- TikTok https://www.tiktok.com/@couchonomics
Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E
103 에피소드
Manage episode 386938699 series 3333728
In the latest episode of Couchonomics, Arjun was joined on the couch by Mehdi Fichtali, CEO & Founder of FinaMaze, MENA's first AI digital wealth manager.
Founded by a highly experienced team with decades of track record in capital markets and asset management, their hybrid human/machine teams are currently managing hundreds of portfolios. We spent a fair amount of the episode breaking down AI's role in wealth management and the need for a product like FinaMaze.
In the episode, Arjun and Mehdi spoke about:
- Their general frustration with traditional investment options
- The pitfalls of using trading platforms without proper training
- The wealth management industry's failure to educate customers
- FinaMaze's process of tailoring micro-portfolios for individual clients
- The way they’ve partnered human decision-makers with AI
- Challenges in B2C wealth management
- What differentiates FinaMaze from other "robo-advisors"
This is a great episode for AI enthusiasts, those working in wealthtech or wealth management, and anyone trading in their personal capacity.
Our website 👉 https://bit.ly/3jk7UH0
Couchonomics with Arjun Season 03 is brought to you by our partners:
- Adyen https://www.adyen.com/
- ToYou https://toyou.io/ar
- Mastercard https://mastercard.com/
- M2P https://m2pfintech.com/
- Thunes https://www.thunes.com/
Find us on our social media platforms:
- Arjun's LinkedIn https://www.linkedin.com/in/arjunvirsingh/
- CCN LinkedIn https://www.linkedin.com/showcase/couchonomics-with-arjun-singh/
- Instagram https://www.instagram.com/couchonomics/
- Twitter https://twitter.com/Arjun_Vir_Singh?s=20
- TikTok https://www.tiktok.com/@couchonomics
Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E
103 에피소드
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