The future of wealth management is simple: make it personal. And today, personalization is being driven by real shifts in behavior, technology and expectations.
Geoff Lloyd is an Advisory Board Member at Communify, Chairman of Stake and former CEO of MLC. Across a 30-year career in financial services, he has led businesses through transformation across platforms, advice and superannuation.
In this episode of Innovation Spotlight, Geoff shares why innovation is accelerating now – from rapid adoption in markets like China to a generational shift toward more personal, connected financial experiences.
In this conversation:
• Why “experimentation” is the fastest path to innovation
• What global markets reveal about the speed of adoption
• How wealth transfer is driving “make it about me” expectations
Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era. Click here to see more.
