Deepak Dastrala, CEO, Purple Fabric, Intellect Design arenaAs the Middle East prepares for a massive intergenerational wealth transfer and rising demand for personalised financial advice, wealth management firms are rethinking how they engage clients, empower relationship managers, and scale operations. Puja Sharma speaks with Deepak Dastrala, CEO, Purple Fabric, IDA, about the growing role of AI-driven intelligence in wealth management, the shift from technology-led to insight-led advisory models, and how firms can balance growth, productivity, trust, and compliance in an increasingly competitive landscape.

<description>&lt;p&gt;Deepak Dastrala, CEO, Purple Fabric, Intellect Design arena&lt;/p&gt;&lt;p&gt;As the Middle East prepares for a massive intergenerational wealth transfer and rising demand for personalised financial advice, wealth management firms are rethinking how they engage clients, empower relationship managers, and scale operations. Puja Sharma speaks with &lt;b&gt;Deepak Dastrala, CEO, Purple Fabric, IDA, &lt;/b&gt;about&lt;b&gt; &lt;/b&gt;the growing role of AI-driven intelligence in wealth management, the shift from technology-led to insight-led advisory models, and how firms can balance growth, productivity, trust, and compliance in an increasingly competitive landscape.&lt;/p&gt;</description>

Deepak Dastrala, CEO, Purple Fabric, Intellect Design arena As the Middle East prepares for a massive intergenerational wealth transfer and rising demand for personalised financial advice, wealth management firms are rethinking how they engage clients, empower relationship managers, and scale operations. Puja Sharma speaks with Deepak Dastrala, CEO, Purple Fabric, IDA, about the growing role of AI-driven intelligence in wealth management, the shift from technology-led to insight-led advisory ...

EP1004: Why Wealth Firms Need More Than Technology

Ross Sinclair, Founder &amp; CEO, <a href='https://eip.tech/'>EIP</a>Global InsurTech funding remained strong in 2025, but what will it take to make sure the hype does not outpace deliverables? Ross Sinclair, Founder and CEO of EIP believes the pressure is now on for many firms to deliver on their ‘pitch deck’ promises, including AI use cases, and justify them to investors with strong revenue streams.

<description>&lt;p&gt;Ross Sinclair, Founder &amp;amp; CEO, &lt;a href='https://eip.tech/'&gt;EIP&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Global InsurTech funding remained strong in 2025, but what will it take to make sure the hype does not outpace deliverables? Ross Sinclair, Founder and CEO of EIP believes the pressure is now on for many firms to deliver on their ‘pitch deck’ promises, including AI use cases, and justify them to investors with strong revenue streams.&lt;/p&gt;</description>

Ross Sinclair, Founder &amp; CEO, EIP Global InsurTech funding remained strong in 2025, but what will it take to make sure the hype does not outpace deliverables? Ross Sinclair, Founder and CEO of EIP believes the pressure is now on for many firms to deliver on their ‘pitch deck’ promises, including AI use cases, and justify them to investors with strong revenue streams. 

EP998: How AI is redefining the future of embedded insurance

Nick Fernando, Co-founder &amp; Director, <a href='https://aquaglobal.co.uk/'>Aqua Global Solutions</a>The Swift ISO 20022 deadline of 22 November 2025 is now past history. Isn’t it? Well, it appears not, with many banks continuing to rely on translation tools to bridge legacy systems. Yet stopgap measures come at a cost. Nick Fernando, Co-founder and Director at Aqua Global Solutions, warns that translation tools won’t cut it in the long run. Banks that are ISO 20022 native stand to gain far more than compliance – from faster straight-through processing to fewer manual errors and richer data insights.

<description>&lt;p&gt;Nick Fernando, Co-founder &amp;amp; Director, &lt;a href='https://aquaglobal.co.uk/'&gt;Aqua Global Solutions&lt;/a&gt;&lt;/p&gt;&lt;p&gt;The Swift ISO 20022 deadline of 22 November 2025 is now past history. Isn’t it? Well, it appears not, with many banks continuing to rely on translation tools to bridge legacy systems. Yet stopgap measures come at a cost. Nick Fernando, Co-founder and Director at Aqua Global Solutions, warns that translation tools won’t cut it in the long run. Banks that are ISO 20022 native stand to gain far more than compliance – from faster straight-through processing to fewer manual errors and richer data insights.&lt;/p&gt;</description>

Nick Fernando, Co-founder &amp; Director, Aqua Global Solutions The Swift ISO 20022 deadline of 22 November 2025 is now past history. Isn’t it? Well, it appears not, with many banks continuing to rely on translation tools to bridge legacy systems. Yet stopgap measures come at a cost. Nick Fernando, Co-founder and Director at Aqua Global Solutions, warns that translation tools won’t cut it in the long run. Banks that are ISO 20022 native stand to gain far more than compliance – from faster str...

EP997: Why banks cannot afford to rely on ISO 20022 translation tools

Chris Newman, Head of Corporates, <a href='https://clear.bank/'>Clear.Bank</a>UK businesses across a variety of sectors are increasingly looking to offer financial services to their customers, including payments, lending, and savings accounts. Embedded finance is widely perceived as a growth driver and a new opportunity for revenue growth. Chris Newman, Head of Corporates at ClearBank, which offers embedded banking solutions to corporate clients, speaks to Robin Amlôt of IBS Intelligence about the prospects for explosive growth over the coming years in ‘white label’ banking.

<description>&lt;p&gt;Chris Newman, Head of Corporates, &lt;a href='https://clear.bank/'&gt;Clear.Bank&lt;/a&gt;&lt;/p&gt;&lt;p&gt;UK businesses across a variety of sectors are increasingly looking to offer financial services to their customers, including payments, lending, and savings accounts. Embedded finance is widely perceived as a growth driver and a new opportunity for revenue growth. Chris Newman, Head of Corporates at ClearBank, which offers embedded banking solutions to corporate clients, speaks to Robin Amlôt of IBS Intelligence about the prospects for explosive growth over the coming years in ‘white label’ banking.&lt;/p&gt;</description>

Chris Newman, Head of Corporates, Clear.Bank UK businesses across a variety of sectors are increasingly looking to offer financial services to their customers, including payments, lending, and savings accounts. Embedded finance is widely perceived as a growth driver and a new opportunity for revenue growth. Chris Newman, Head of Corporates at ClearBank, which offers embedded banking solutions to corporate clients, speaks to Robin Amlôt of IBS Intelligence about the prospects for explosive gro...

EP996: The opportunity on offer from embedded finance 

Dan Scholey, Chief Product Officer, <a href='https://moneyhub.com/'>Moneyhub</a> Financial services platforms have been guilty of differentiating more on technical specifications, or look and feel, than their ability to impact the real lives of consumers. Dan Scholey, Chief Product Officer at UK FinTech Moneyhub believes many consumers suffer with high levels of financial anxiety, low confidence in managing money, and a lack of basic financial literacy. As Open Banking evolves into Open Finance, real-time client data is becoming readily accessible, and it is incumbent on banks and advisers to take advantage of these developments to help customers make more from their money and bring greater long-term value for the customers they serve.

<description>&lt;p&gt;Dan Scholey, Chief Product Officer, &lt;a href='https://moneyhub.com/'&gt;Moneyhub&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;Financial services platforms have been guilty of differentiating more on technical specifications, or look and feel, than their ability to impact the real lives of consumers. Dan Scholey, Chief Product Officer at UK FinTech Moneyhub believes many consumers suffer with high levels of financial anxiety, low confidence in managing money, and a lack of basic financial literacy. As Open Banking evolves into Open Finance, real-time client data is becoming readily accessible, and it is incumbent on banks and advisers to take advantage of these developments to help customers make more from their money and bring greater long-term value for the customers they serve.&lt;/p&gt;</description>

Dan Scholey, Chief Product Officer, Moneyhub  Financial services platforms have been guilty of differentiating more on technical specifications, or look and feel, than their ability to impact the real lives of consumers. Dan Scholey, Chief Product Officer at UK FinTech Moneyhub believes many consumers suffer with high levels of financial anxiety, low confidence in managing money, and a lack of basic financial literacy. As Open Banking evolves into Open Finance, real-time client data is becomi...

EP995: Developments in tech in financial services risk overlooking the customer! 

Go one-on-one with the innovators, disruptors, leaders, and decision-makers driving change in FinTech and financial services. IBS Intelligence delivers exclusive global interviews that uncover strategies, challenges, and the ideas powering the next wave of financial technology.

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