Wealthsimple is a Canadian fintech company that offers a wide range of financial services and products from traditional managed investing and trading to crypto assets, savings and even tax filing services. The company has a simple mission: to demystify financial services for all Canadians – especially younger customers (one in five Canadians under 40 use Wealthsimple). But how does a modern fintech succeed where traditional players have struggled? By reimagining the phygital experience to create “moments of delight” for its customers.
In this podcast, Himani Nagrath reveals exactly how the company is doing this, for example by integrating technology like QR codes and G+D’s Convego® suite, while also shedding light on Wealthsimple’s commitment to sustainability and focus on ethical investing.