In this episode of The Blunt Dollar, we sit down with Julia Carreon, a digital transformation powerhouse with leadership experience at Wells Fargo and Citi, to dissect the crossroads of finance, technology, and generational change.
Julia brings her signature candor and deep industry knowledge to a conversation that spans everything from AI and gamification to social media misinformation and the trust crisis in banking.
We explore what it truly takes to modernize wealth management for Gen Z and millennials, and why the clock is ticking for traditional players.
🎯 Why big banks are struggling to keep up with Gen Z's expectations, and what’s at stake
🤖 How AI and gamification could reshape financial education and advisory experiences
📱 The role of influencers, TikTok, and social media in driving (and distorting) financial literacy
💥 Personal stories of fintech failure and how they shaped Julia's views on trust and regulation
🧠 The power of behavioral science and hyper-personalization to redefine client engagement
If you’re into AI in finance, the future of banking, and what it’ll take to win over the next generation of investors, this one's for you.
Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.
New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.
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Enjoy the episode!
Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.
