Elevating Advisor and Client Experiences Through Wealth Tech Innovation with Benoit Fleury (Ep. 29)
Wealth management is evolving rapidly, and technology is no longer just a support tool; it’s a driver of strategic growth.
How can advisors deliver truly personalized client experiences while running more efficient businesses? How can tech stacks attract top talent and position firms for the future?
In this episode of In The Money, Rusty Sommer talks with Benoit Fleury, Chief Product Officer and co-founder of d1g1t, about how open architecture, AI integration, and institutional-grade analytics are redefining wealth management. Benoit shares practical insights on personalization at scale, operational efficiency, and the secure use of AI to transform client and advisor interactions.
Key highlights include:
- Why elevating the advisor experience with better tech directly enhances the client experience
- How personalization at scale is essential for engaging different types of investors
- The role of institutional-grade analytics in building trust and deeper relationships
- How integrated, cloud-based architectures streamline operations and remove inefficiencies
- The secure integration of AI to power automation, contextual reporting, and proactive portfolio management
- And more!
Connect with Rusty Sommer:
- Rusty.sommer@flyerft.com
- LinkedIn: Rusty Sommer
- Flyer Financial Technologies
- LinkedIn: Flyer Financial Technologies
- Twitter: Flyer_FT
Connect with Benoit Fleury:
About Our Guest:
Benoit Fleury leads the design, development, and implementation of the d1g1t wealth management platform. A Fintech Entrepreneur and product guru with a passion for building advanced investment and risk management solutions, he brings over 20 years of experience in projects with over 100 financial institutions in North America, Europe, Latin America, and Asia, including investment banks, asset managers and hedge funds, insurance companies, exchanges, and wealth management firms. Benoit was a co-founder and the Head of R&D, Financial Engineering, and Products at R² Financial Technologies, acquired by S&P Capital IQ. Prior to R², He was at Algorithmics (acquired by IBM), where he led the development of its managed services and SaaS market, and credit risk platform. Benoit holds a Master of Science and Business Administration from the University of British Columbia and is a CFA charter holder.
Podcast: Play in new window | Download | Embed