{"id":4399,"date":"2025-04-24T13:58:31","date_gmt":"2025-04-24T13:58:31","guid":{"rendered":"https:\/\/bridgewise.com\/?p=4399"},"modified":"2025-04-24T14:02:52","modified_gmt":"2025-04-24T14:02:52","slug":"humanizing-ai-in-financial-services","status":"publish","type":"post","link":"https:\/\/bridgewise.com\/blog\/humanizing-ai-in-financial-services\/","title":{"rendered":"Humanizing AI in Financial Services: What Happens When Technology Empowers, Not Replaces?\u00a0"},"content":{"rendered":"

By Elena Lim, Head of Strategic Partnerships, BridgeWise<\/span><\/p>\n

At Money20\/20 Asia 2025, I had the privilege of moderating a timely and thought-provoking panel discussion on the theme <\/span>\u201cHumanizing AI in Financial Services.\u201d<\/b> As someone who lives and breathes fintech partnerships, it was incredibly energizing to lead a conversation that wasn\u2019t just about where the technology is headed\u2014but how we ensure it brings everyone along with it.<\/span><\/p>\n

The session brought together an impressive group of leaders: <\/span>Ficoal Dong<\/b>, Founder & CSO, AsiaVerify, <\/span>Jun Hasegawa<\/b>, Founder & Group CEO, Omise, <\/span>Puneet Sinha<\/b>, Founder, DataKlout AI Solutions.<\/span>\u00a0<\/span><\/p>\n

Together, we explored how AI is reshaping the way we work<\/a>, make decisions, and serve customers. But more importantly, we asked: <\/span>how can we do this responsibly, ethically, and with humans firmly at the center<\/span><\/i>? Here are a few key takeaways that stood out:<\/span><\/p>\n

<\/b>AI is Here to Enhance, Not Replace<\/b><\/h2>\n

As <\/span>Ficoal<\/b> put it, \u201cAI should be seen as an assistant, not a threat.\u201d AI isn\u2019t taking the wheel\u2014it\u2019s helping professionals focus on higher-value work by automating the repetitive tasks. Whether it\u2019s streamlining payment orchestration or speeding up KYC\/UBO processes, AI is freeing up human capacity for strategic decision-making.<\/span><\/p>\n

One of the most striking reflections came when <\/span>Puneet<\/b> reminded us, <\/span>\u201cWhat is very important is AI moving beyond the \u201cco-pilot\u201d label and reframing AI as a customer-focused pilot.\u201d<\/span><\/i> That sentiment really resonated. At BridgeWise, we believe the real value of AI lies not just in assisting professionals, but in putting customers\u2014whether individual investors or institutional users\u2014at the center of every insight.<\/span><\/p>\n

With FundWise<\/a>, our AI-driven platform delivers clear, contextual investment intelligence in easy-to-understand language\u2014empowering users to explore holdings, compare funds, and understand risks with confidence. It\u2019s not just about co-piloting decisions\u2014it\u2019s about enabling smarter ones, grounded in transparency and trust.<\/span><\/p>\n

Regulators Can\u2019t Be Left Behind<\/b><\/h2>\n

Puneet<\/b> highlighted that fintechs are operating in a high-stakes compliance environment where explainability is no longer optional. Regulators need time to catch up\u2014and it\u2019s up to innovators to lead with transparency. From GDPR to PDPA, the expectation is clear: AI must be both transformative and accountable.<\/span><\/p>\n

Upskilling and Mindset Shift Are Key<\/b><\/h2>\n

A recurring message across the panel was this: <\/span>AI is already here.<\/b> The question isn\u2019t if, but how we adapt. <\/span>Jun<\/b> encouraged professionals\u2014especially those in traditional roles\u2014to start exploring AI tools, not fearing them. \u201cYou’re still the one sitting at the driver\u2019s seat,\u201d he said. \u201cAI might help with paperwork, but the decisions, the conversations, the human connections\u2014that\u2019s still ours to lead.\u201d<\/span>\u00a0<\/span><\/p>\n

As BridgeWise expands into Thailand with the launch of 800 Thai mutual funds and ETFs on FundWise, this conversation couldn\u2019t be more timely. Especially in markets like Thailand where investor education and access are evolving in real-time, we\u2019re not just scaling technology\u2014we\u2019re scaling trust, accessibility, and investor empowerment. It\u2019s about meeting people where they are, and giving both institutions and individuals the clarity they need to invest with confidence.<\/span><\/p>\n

Special thanks to my fellow speakers for their thought-provoking insights and to the Money20\/20 team for spotlighting such a crucial topic. Let\u2019s keep pushing the conversation forward.<\/span><\/p>\n

If you’d like to learn more about BridgeWise, sign-up for a demo today<\/a>.<\/span><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

At Money20\/20 we explored the ways the industry is humanizing AI for the investment community.<\/p>\n","protected":false},"author":8,"featured_media":4400,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[13,32],"tags":[38,52,98],"class_list":["post-4399","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-events","tag-ai-in-finance","tag-investment-intelligence","tag-money-20-20"],"acf":[],"_links":{"self":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/4399","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/comments?post=4399"}],"version-history":[{"count":5,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/4399\/revisions"}],"predecessor-version":[{"id":4405,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/4399\/revisions\/4405"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media\/4400"}],"wp:attachment":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media?parent=4399"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/categories?post=4399"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/tags?post=4399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}