Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors Artwork

Whiskey&WealthTech

Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.

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Whiskey&WealthTech

Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors

October 30, 2024 • Alex Serman • Season 1 • Episode 24

Our latest episode of Whiskey and WealthTech, Alex Serman, Managing Director of Wealth and Institutional at First Rate, sits down with Bart Vanhaeren, CEO and co-founder of InvestSuite. Together, they explore the rapidly evolving WealthTech landscape and how InvestSuite is partnering with First Rate to pioneer solutions that blend advanced technology with a deep understanding of human behavior. Bart shares insights into how InvestSuite’s tools are empowering financial institutions to enhance the client experience and meet the unique demands of modern investors. From robo-advisory to hybrid investment platforms, this episode dives into the technology transforming wealth management and the importance of keeping the human touch at the heart of innovation.