Fintech at the Intersection of Health & Wealth
Thought leaders and emerging fintechs focus on the convergence of health and wealth imperatives against a backdrop of shifting economic and social values that impact millions of individuals. They underscore how new data sets and planning platforms emerge as key in delivering personalized solutions and road maps to help individuals and their advisors make decisions in retirement, health and wellness. We learn that institutions and fintechs are already offering the data, the tools, the health plan architecture and the business models to help individuals and employers navigate, plan, predict and optimize trade-offs and manage risk at the intersection of health and wealth.
The thought leaders and fintechs will also be reunited on two panel decisions at the 2020 Morningstar Investment Conference. We invite you to join us.
Thought Leadership
Fintechs
Choice Overload: Trade Offs Across Health and Wealth Solutions
AiVante: Empowering Advisors to Plan for Medical Expenses in Retirement
It is difficult to attend an industry conference these days without hearing reference to the “convergence of health and wealth”. Usually the references are speaking to the impact that health has on wealth, and vice versa. However, it is also true that there is convergence in the choice overload that both employers and employees face in engineering their budgets to optimize the value they receive across health and wealth solutions. For the employer, this means a winning approach to human capital. For individuals and families, this means achieving a variety of wellness goals – financial, emotional, social, and physical wellness.
David will discuss how AiVante is empowering financial advisors to help clients and gather assets by improving how they plan for medical and long-term care expenses in retirement.
A Data-Driven Approach to Providing a Personalized Retirement Plan
Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement through Personalization with Genivity HALO
James Smith
Head of Workplace Strategy and Business Development
Morningstar Investment Management LLC
Data informs nearly every decision an employer makes, but one area it doesn’t always touch is the company’s retirement plan. Defined contribution plans will continue to be an important source of retirement income for employees, so it is critical that employers make well-informed decisions when selecting a plan and investment line-up.
Genivity is the leader of personalized longevity, health, and elder care costs projections wrapped into a superior digital experience to help advisors deepen client relationships, provide data-driven insights, and uncover new planning opportunities.
A VC's View of the Intersection of Financial, Medical, and Information Health
Goal Bridge: Connect Goals to Investment Proposal in One Workflow
Today, growing personal accountability for our retirement and financial insecurity, hyper-inflating medical costs, and relentless breaches of our private information and identity are creating a Perfect Storm in our personal well-being. Data across financial services, health care and insurance is converging at the point of service or advice to deliver on overall consumer wellness. And a new definition of health emerges: Financial, Medical and Information (‘Personal Green’).
Not every client needs a full-blown financial plan, but they all have financial goals. Morningstar Goal Bridge lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand investment plan and proposal within a single, unified workflow.
Fintech at the Intersection of Health & Wealth
The Analytics Edge in Wealth and Wealth
With deep expertise in digital wealth management and personal finance, Portag3 Ventures is very excited about the opportunity to build disruptive businesses at the intersection of health and wealth. As this space evolves quickly, our presentation shares an overview of several key questions we are actively thinking about.
Employees feel lost and overwhelmed as they make ever more complex and intertwined health and wealth decisions when selecting and managing their benefits. Advances in prescriptive analytics enable the delivery of individualized, holistic advice at scale that unlocks new opportunities to guide employees through these decisions simply and effectively.
The Convergence of Health and Financial Wellness within the Employer Channel and Using M&A to Facilitate
Using Trusted, Human Relationships to Deliver Peace of Mind to Mass-Market Pre-Retirees
The demand for services that help people navigate their financial planning and healthcare consumption, which can be quite a burden on individuals and families, has never been greater. Employers in the U.S., which touch over 155 million Americans, are in a very important position to address this convergence of health and wealth through successfully incorporating effective benefit plan design and layering in vendor solutions that drive engagement, education, and ROI.
America has an advice gap: the traditional AUM-based financial services system ignores the mass-market, leaving them underfunded, unsupported and anxious about their futures. At Retirable, we believe that it is possible to deliver best-practice, personalized advice at scale, and that this is the key to delivering peace-of-mind and a better future to our next generation of retirees.
The Pandemic as a Catalyst of Digital Health Innovation
An AI Powered Financial Life
The pandemic has been a true catalyst event in health care with ramifications throughout the global economy and for every employer and patient. The forced adoption of digital health solutions across the country are finally delivering some of the virtual services patients have long-awaited. How will technology platforms lean into this transformative event and boil-over of consumerism, and what might it mean for the health care sector, employers and patients?
Lapetus Solutions integrates science and technology with advanced AI and machine learning to develop tools and platforms that enable industries relying on life event prediction, such as financial services, to reduce and replace their dependence on traditional assessment methods with faster, more cost-effective and increasingly accurate results.
Modern Health Plan Architecture
For some companies, healthcare costs now account for 25% of payroll. To combat this, employers are taking an active role in health plan management but lack the tools to do so effectively. The right strategy and implementation lowers costs by 25-50% and improves outcomes.
Choosing Therapy: Therapists' Wealth & Our Mental Health
Our physical and financial health are inextricably linked to our mental health and well-being. Choosing Therapy is making it easier for consumers to connect with licensed therapists by making it easier for therapists to launch and grow a video-based private practice. We take the business out of therapy so therapists can focus on what they do best: provide great care.
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