Oct 29, 2024
Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront.
In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness’s mission to empower advisors with independent investment solutions, and how technology is transforming client interactions. They also dive into the role of AI in financial services and the exciting future for advisors embracing innovation.
Chapters
00:00 Introduction
01:07 Oliver Career in Finance
06:24 Understanding Harness and Its Role
09:56 The Importance of Independence in Canada
13:02 A Fintech Solution for Advisors
18:29 AI's Role in Financial Services
20:29 Future Opportunities for Harness
22:24 Competition and Unique Offerings
24:33 Personal Insights and Closing Remarks
Disclosures: https://forstrong.com/disclosures/
Global Thinking Podcast Series - https://forstrong.com/podcast/
Global Thinking Insights - https://forstrong.com/insights/
Who is Forstrong Global - https://forstrong.com/who-we-are/
Ask Forstrong - https://forstrong.com/category/ask-forstrong/
Invest With Us - https://forstrong.com/invest-with-us/