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Episode details

You’ve heard the latest industry buzzwords popping up left, right and centre – disruption, innovation, Fintech. But what do that actually mean and more importantly, how do they relate and what benefit are they to financial advisers?

Back from a recent expedition across the seas to the annual Fincon Conference and jumping on the opportunity to further understand the people and technologies that have changed the world in Silicon Valley, Pieta Diamantidis, Co-Founder of Caboodle Financial Services and aspiring ‘bionic adviser’ helps us to understand how far we’ve come since the first ‘tech bubble’, to what’s happening (or not happening) in the industry now and where this ever-evolving digital space is headed.

As this informative (and energetic) discussion coincides with the upcoming XY Adviser event ‘Silicon Valley on Bridge Street’; Peita, Ray & Adrian delve down the rabbit hole of some interesting and thought provoking topics such as:

  • Looking for ideas with applied innovation that can be effectively implemented to create real and lasting improvements to clients and/or staff and practice efficiencies
  • Why focusing on ‘creating’ the marketplace around an idea and then building the product is much more effective than the other way around
  • Companies in the tech space capturing psychological data with A.I. and how financial advisers can implement this into their advice proposition
  • Startups creating the tools to help advisers bridge the gap between data capture and the human connection
  • Looking for the next ‘Hoover’ idea and why it needs to change the way people engage with their money…


Identifying such interesting and at times controversial topics, Peita is excited as ever to expand on this by asking the hard-hitting questions with guest speakers Joel Robbie (Nod Money), Ben Heap (H2 Ventures) and Clayton Daniel (Sprout Super) at next week’s event.

If you have a question surrounding the disruptive Fintech space, feel free to shoot it through to and Peita be sure to address them on the night. Or better yet, grab your ticket for the event and ask the experts yourself. It’s going to be a cracker of a night!

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