logo
episode-header-image
Jun 2024
30m 31s

Fintech Core: Literacy and Wealth Manage...

Step
About this episode

Financial literacy is crucial for both adults and children. Celine Khattar, Dina Shoman, Ashim Egunjobi, Bilal Abou-Diab, and Amelie Arras discuss its significance in the digital age, highlighting FinTech's role in wealth management, the need for financial literacy solutions in emerging markets, the democratization of investment opportunities, early education, and the importance of financial savviness in the UAE for better decision-making and economic improvement.

 

Sign up for Step events https://stepconference.com/

Subscribe now to the Step Feed newsletter for a daily roundup of the top tech business news https://subscribe.stepfeed.com/

 

_____________________

 

HIGHLIGHTS

 

(0:20) Financial Literacy and Wealth Management in FinTech

(4:38) Financial Literacy Education for Budgeting Saving Investing

(13:42) Financial Literacy for All with Generative AI

(17:05) Financial Literacy Wealth Management Cultural Influences

(21:46) Financial Literacy in Emerging Markets Wealth Management Investment

 

_____________________

 

QUOTES

 

"Financial literacy is pretty much the same in both. But the we need to think about what's the purpose of financial literacy, it's to learn how to manage our money so that we can have more choices to live the life we want to live." 

"Financial literacy is all about we work very hard to make money and create wealth. But then, once we have its financial literacy is how to manage it, how to manage your savings, how to invest how to reach your financial objectives." 

"So starting the process as early as possible, and ideally with kids is actually what you want to do to teach them the basics so that when they are exposed and have access to these financial tools, they make better financial decisions for themselves to grow their wealth over time." 

"You can actually start from as young as three or four years old, you can teach kids that age, very basic skills." 

"The problem in the digital world as well as the fact that there's a lot of opinions. And I think back to the trend, one of the trends that's coming now is I think that's one of the benefits of generative AI is generative AI as a, sometimes a sounding board." 

"So it's really, really key that we actually move financial literacy ahead, that we utilize the products, the solutions that we have out there that we're building, or that we're investing in, and actually ensure that we look at well, what is the impact that we're creating with these?" 

"I think it's hard to measure. I think it takes like a big project to do that. And you know, you've had like financial literacy surveys and so on that you can do, but it's only a sample, right?" 

"Financially savvy people make better decisions in their lives, hopefully, not get into debt and financial trouble overall. And therefore being able to build their wealth over time to live the life that they want." 

"Data suggests that financial net wealth in the UAE so amongst adults, is 85% cash. So if you look at that, and you walk around, I think step conferences are a great place to ask that question." 

"I think it's our responsibility. As you know, FinTech as an ecosystem, it's our responsibility to speed that time up as much as possible." 

 

_____________________

 

If you’re enjoying this podcast, please subscribe to Step Podcast and leave us a review on your favrorite platform! →  https://lnkfi.re/xHeR0F

Up next
Dec 2024
Keynote by Reid Hoffman's Blitzscaling Co-Author: Chris Yeh
Blitzscaling strategies are reshaping how startups grow and dominate markets, with rapid growth prioritized over efficiency to win. Chris Yeh of Blitzscaling Ventures delves into the principles of blitzscaling and its synergy with AI, offering insights on seizing market opportuni ... Show More
24m 3s
Nov 2024
Navigating the AI Investment Landscape
The AI investment landscape is rapidly evolving, with groundbreaking innovations and challenges emerging at every turn. Arif Hilaly of Bain Capital Ventures, Calvin Chin of E14 Fund, Bilal Zuberi of Lux Capital, John Chu of Khosla Ventures, and Lisa of 99 VC discuss trends, valua ... Show More
46m 58s
Sep 2024
Navigating the AI Landscape
Jeremiah Owyang, General Partner at Blitzscaling Ventures, delivered a comprehensive overview of the current AI landscape. He introduced the AI tech stack, explaining its layers from data to applications and agents.  Sign up for Step events https://stepconference.com/Subscribe no ... Show More
18m 47s
Recommended Podcasts
Maté Conversations
Step
احمد عامر: السيرة النبوية
Ahmed Amer
اذكار الصباح والمساء
MESHARI ALENEZI
Kalam mn Lahb
Trend Media Stage
#ABtalks
ANAS BUKHASH
anything goes with emma chamberlain
Emma Chamberlain
Rain Sounds
Sleepy Sound
TED Talks Daily
TED
بودكاست أبجورة
Podcast Abajoura
Rotten Mango
STEPHANIE SOO