Fintech Connect’s Carly Greene catches up with Lex Sokolin on AI, the future of finance and tips for the start-up community looking to develop the next big innovation.
Lex is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous Research, a global research firm for the financial sector, helping clients understand and leverage innovation. Covered themes include roboadvice, neobanks and banks-as-a-platform, blockchain and the cryptoeconomy, artificial intelligence, chatbots, insurtech and regtech.
Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine. Lex is a contributor of thought leadership to the WSJ, the Economist, CNBC, Reuters, Investopedia, American Banker, ThinkAdvisor, and Investment News, among others.He has spoken on the future of technology and achieving extraordinary growth at conferences for Money2020, LendIt, Techonomy, In|Vest, T3 Enterprise Edition, and the Financial Planning Association. .
Listen to the full podcast below!