Join Natalie and Zaliia as they unpack the key trends shaping the financial industry in 2025.
Starting with the ongoing geopolitical tensions, particularly between the US and China, driving global uncertainty and economic volatility. We explore the significant demographic changes; creating a higher demand for retirement planning, as well as emerging markets facing challenges around employment and financial inclusion.
The conversation turns to AI’s growing role in wealth management, highlighting how generative AI and large language models (LLMs) are transforming client interactions through personalised, intuitive digital experiences. We look at the importance of structured financial models to ensure reliability, mitigate risks, and maintain client trust.
Lastly, Natalie and Zaliia unpack Gen Z’s investment habits, their expectation for authenticity, digital-first experiences and the rising trend of “finfluencers”. We discuss the growing emphasis on transparency, especially for investors prioritising authentic ESG commitments.
Tune in as Natalie and Zaliia discuss these fascinating shifts shaping the future of the financial industry.
