GlobalData Plc

FinovateEurope 2017: Introducing Ouliana Smith

Senior Analyst, Wealth Management 

Ouliana has 10 years’ expertise in research and analysis, with a specialism in financial services and a strong interest in passion investments. She pursued a career as an analyst after studying mathematics and later graduating with a degree in history of art. 

Which areas of financial services are you most interested in and why?

I am most interested in wealth management, because at times mixing passion with profit can also generate returns. It is fascinating to observe what drives HNW individuals to invest and how their behaviors change depending on economic, social, and political factors. I am also interested in how technology is changing investment preferences, especially among millennials. 

What do you think will be the hottest trend in fintech in 2017?

I think greater collaboration on tackling cyber security will be prevalent among tech firms, regulators, and banks. There is a growing need to protect firms’ and customers’ digital assets. Faced with a weak macroeconomic environment and pressures from growing compliance requirements and emerging threats, institutions will be seeking to use technology not only to curb financial crime, but also to increase efficiency, cut costs, and achieve synergies.    

Which demo are you looking forward to in particular and why?

I am looking forward to munnypot’s demonstration of its next-generation robo-advice digital platform, as it is among the newest platforms to launch. It will be a great opportunity to get a deeper insight into how robo-advisors are differentiating themselves in order to gain a competitive advantage.

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