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Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

2/19/25 11:00

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Building the Front End of Finance, Episode 4: Rethinking the Investor Experience

In this episode of Building the Front End of Finance, Sebastian sits down with Julie Ingalsbe, Principal Designer at Expero, to discuss how AI, personalization, and changing investor behaviors are reshaping financial UX. From the evolution of self-directed investing to the future role of advisors and designers, they explore how modern platforms can move beyond overwhelming “bags of tools” toward guided, intelligent experiences that help investors make better decisions.

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