CanadianSME Small Business Podcast

Institutional Grade Risk: Why Advisors Need Better Analytics to Elevate the Client Experience

Episode Notes

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore how modern wealth management technology is helping firms transition from fragmented legacy systems to integrated, scalable digital platforms.

Our guest is Benoit Fleury, Co-founder and Chief Product Officer at d1g1t Inc. With over two decades of experience across Algorithmics and S and P Capital IQ, Benoit shares how institutional grade performance and risk technology is reshaping the future of wealth management.

Key Highlights

1. The d1g1t Origin Story: How timing, market insight, and entrepreneurial conviction led to the launch of a new wealth technology platform.
    
2. Solving the Legacy Problem: How integrated digital platforms replace fragmented systems to drive efficiency and scalable growth.
    
3. Product Innovation and Momentum: What the latest product release enables and how strategic funding supports industry wide digital adoption.
    
4. Culture and Talent: How d1g1t’s team culture fuels innovation in complex financial technology.
    
5. Advice for Founders: Benoit’s key lesson for entrepreneurs building in technology and financial services.

Special Thanks to Our Partners:

• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.