Jean-Damien Marie

speaker

185 appearances 2 recordings 1 series first heard Jul 2026 last heard 22 Jul

Jean-Damien Marie’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

Appearances

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Merryn Talks Money · What the Next Generation Wants From Wealth Managers: Part 2 · 22 Jul 2026 podcast

And this is where you actually get into real deep conversation with clients.

Like I sit in a few conversations like this on Wealth Planning, Wealth Advisor, and it's really, you know, people open up.

You actually understand the whole family, all the dynamics, all the beliefs as well, like the values for next gen, etc.

I think it's really, really important.

Then we can debate about Bitcoin, ETF, etc.

But like that plan at the very beginning is so important.

I think this is where you're going to make a difference.

And again, AI will allow us to deliver that kind of a high touch diagnostic at much higher scale.

It's a very good question.

I think the tech infrastructure is really at the heart of our thinking, both from a client experience side and a resilience side.

It's an important topic these days.

We really want to create the best architecture we can to develop great CX.

We will not build everything ourselves, for sure.

We're really happy to just partner with people so they can understand us.

We're going to own really one of the most critical parts of the equation, which is the data point, the data set, right?

It's going to be a...

in the bank will be more than happy if you want to benefit from this ecosystem where people are doing the watch on reg development, you know, to do things you need to do before you're actually given advice.

And sometimes there's a lot of paper involved in this.

It's moving.

It's changing.

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