Video: Merlin Investor at FinovateFall 2024 – Driving the democratisation of retail investing
At the FinovateFall 2024 conference in New York, FinTech Futures caught up with Guido Petrelli, Founder and CEO of Merlin Investor, to discuss the evolution of the retail investing landscape and how Merlin Investor aims to help banks modernise their product offerings to keep up with shifting customer demands around wealth management and investment planning.
Watch the video below to discover:
- How the idea for Merlin Investor came about and its journey so far.
- Global retail investment trends and how Merlin Investor aims to boost financial inclusion by democratising access to investment planning tools.
- What the latest generation of customers expect from their banking relationships and the applications of Merlin Investor’s technology in the banking sector.
You can find out more about Merlin Investor and its products and services here.
