EP 66: Wealth Management Gets An AI Makeover: Mehdi Fichtali of FinaMaze
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In the latest episode of Couchonomics, Arjun was joined on the couch by Mehdi Fichtali, Founder & CEO of FinaMaze, MENA’s first AI digital wealth manager.
Founded by a highly experienced team with decades of track record in capital markets and asset management, their hybrid human/machine teams are currently managing hundreds of portfolios. We spent a fair amount of the episode breaking down AI’s role in wealth management and the need for a product like FinaMaze.
In the episode, Arjun and Mehdi spoke about:
Their general frustration with traditional investment options
The pitfalls of using trading platforms without proper training
The wealth management industry’s failure to educate customers
FinaMaze’s process of tailoring micro-portfolios for individual clients
The way they’ve partnered human decision-makers with AI
Challenges in B2C wealth management
What differentiates FinaMaze from other “robo-advisors”
This is a great episode for AI enthusiasts, those working in wealthtech or wealth management, and anyone trading in their personal capacity.
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