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The Connector Podcast - DFS Digital Finance Summit - Scientific-Backed Solutions for Modern Wealth Management: A Conversation with Sopiad
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Pierre Nemeth, CEO and co-founder of Sopiad, discusses how their fintech company provides scientifically-backed resources to restore investor trust and help financial institutions comply with regulations. Sopiad's journey began with four years of academic research at LCC Liège before officially launching in 2021, addressing the lack of personalization in financial products and inadequate educational frameworks.
• Sopiad's main solution is SAFIR, a personalized portfolio diagnostic tool that takes a client-centric approach
• Unlike traditional analysis, SAFIR evaluates portfolio alignment with individual risk profiles and ESG preferences
• The solution serves financial advisors and portfolio managers by enabling personalized portfolio creation at scale
• Sopiad offers an AI storytelling module that converts complex analytics into educational narratives for investors
• The company received recognition as one of the world's most innovative ESG companies in November 2024
• Their unique approach links SFDR information from investment products to MiFID 2/IDD distribution requirements
• Sopiad collaborates with various industry associations to stay ahead of market trends
• Future vision includes more personalized investment products, gamified financial literacy, and transparent information
Visit sopiad.com to learn more about their solutions and how they address regulatory needs across different financial sectors.
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Koen Vanderhoydonk
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#FinTech #RegTech #Scaleup #WealthTech
Chapters
1. Introduction to Sopiat and its Origins (00:00:00)
2. Personalized Portfolio Diagnostics Explained (00:02:27)
3. Key Users and AI Storytelling Features (00:04:55)
4. Recognition as Innovative ESG Company (00:08:04)
5. Impact of Omnibus Plan on Regulation (00:10:07)
6. Industry Collaborations and Future Vision (00:12:06)
108 episodes
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