WealthTech on Deck cover art

Cyber Security, Personalization, and the Future of UMH with Nicole Casperson

· WealthTech on Deck

Guest:Nicole Casperson

In this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews.

Nicole is well-known for covering innovation and wealth tech trends in finance. Recently, she has been developing strategic innovations in UMH. Prior to her experience in fintech, Nicole wrote for trade publications in the housing and mortgage industry.

Jack and Nicole talk about the importance of cyber security in finance, the impact of personalization, and the future of UMH.

“UMH needs to evolve beyond a platform or a service we provide. Within five years it will become mainstream. It will become table stakes that technology is connected, that data is connected, that accounts are integrated, so they can talk to each other and then work together to create different outcomes.” ~ @nicolecasperson

Listen to this episode on the show’s site

This is what one conversation turns into.

Every episode here ships alongside an article, clips, social posts, and a newsletter. Tell us how many advisors you're marketing.

Prefer email? hello@milemarker.co