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Monday, December 11, 2023
HomeFeaturedEp.64 Hyperpersonalized Wealth Planning for Individual, Sustainable Goal-Based Investing - Marc Mettler...

Ep.64 Hyperpersonalized Wealth Planning for Individual, Sustainable Goal-Based Investing – Marc Mettler Managing Partner Business Development at 3rd-eyes analytics

Hyperpersonalisation is a well documented benefit of digitalisation. We can see it everywhere, in the content we consume on social media, in the gadgets we use and even in the clothes we buy online. With advances in data analytics, we can also now also hyperpersonalize the financial products that we buy.  The proverbial “segment of one”, is becoming a reality thanks to companies that are fusing deep analytics, technology and financial services capabilities

We recently had a very insightful conversation with Marc Mettler, Managing Partner for Business Development at 3rd-eyes analytics, the Swiss Wealth-tech company that is making hyperpersonalisation in wealth management a reality. In this chat we discussed how the hyperpseronalisation trend in finance is enabling customers to pursue investment goals based on their values, their priorities and their risk appetite,  helping them maximize the probability to reach their financial goals. Learn how 3rd-eyes analytics is empowering financial institutions to deliver goal-based investing products that enable people like you and me to plan for our future dreams. 

Chris Crespo
Chris Crespohttp://nordicfintechmagazine.com
Chris is a Founding Partner and Chief Editor at Nordic Fintech Magazine, where he simplifies complex financial ideas into easy-to-understand content. With a over 15 years of experience in Management Consulting and financial services, including collaborations with some of Europe's largest banks, he offers profound industry insights. Previously serving as the Chief Futurist at the largest bank in the Nordics, Chris is at the forefront of the Future of Financial Services, Money, Disruption, and Ethical AI in Finance. He is also a guest lecturer at Stanford University, Singularity University and Copenhagen Business School, where he frequently discusses the future of Money, Finance, and Entrepreneurship in Financial Services. As a Behavioral Economist, Chris is passionate about studying how human behavior and decision-making relate to risk. He also delves into the connections between psychology, leadership, and technology within financial services.