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In this episode of the PULSE Check podcast, Ankit Suri, CEO and Co-Founder of Planto, joins our host Salomon Wettstein to talk about what’s missing in mainstream financial guidance and how digital solutions can help close the gap.
Key discussion points include:
• The underserved majority: Why most consumers don't receive relevant financial advice today.
• Beyond product push: How banks can shift from selling products to supporting long-term financial planning.
• Open banking in Hong Kong: What's working, what's still early, and where real opportunity lies.
• Hyper-personalisation: Using behaviour and goals — not just data — to create meaningful engagement.
Tune in to Episode 19 for a fresh perspective on building smarter, more inclusive financial experiences in Asia and beyond.

In this episode of the PULSE Check podcast, Ankit Suri, CEO and Co-Founder of Planto, joins our host Salomon Wettstein to talk about what’s missing in mainstream financial guidance and how digital solutions can help close the gap.
Key discussion points include:
• The underserved majority: Why most consumers don't receive relevant financial advice today.
• Beyond product push: How banks can shift from selling products to supporting long-term financial planning.
• Open banking in Hong Kong: What's working, what's still early, and where real opportunity lies.
• Hyper-personalisation: Using behaviour and goals — not just data — to create meaningful engagement.
Tune in to Episode 19 for a fresh perspective on building smarter, more inclusive financial experiences in Asia and beyond.
Insights
Insights

In this episode of the PULSE Check podcast, Ankit Suri, CEO and Co-Founder of Planto, joins our host Salomon Wettstein to talk about what’s missing in mainstream financial guidance and how digital solutions can help close the gap.
Key discussion points include:
• The underserved majority: Why most consumers don't receive relevant financial advice today.
• Beyond product push: How banks can shift from selling products to supporting long-term financial planning.
• Open banking in Hong Kong: What's working, what's still early, and where real opportunity lies.
• Hyper-personalisation: Using behaviour and goals — not just data — to create meaningful engagement.
Tune in to Episode 19 for a fresh perspective on building smarter, more inclusive financial experiences in Asia and beyond.

In this episode of the PULSE Check podcast, Ankit Suri, CEO and Co-Founder of Planto, joins our host Salomon Wettstein to talk about what’s missing in mainstream financial guidance and how digital solutions can help close the gap.
Key discussion points include:
• The underserved majority: Why most consumers don't receive relevant financial advice today.
• Beyond product push: How banks can shift from selling products to supporting long-term financial planning.
• Open banking in Hong Kong: What's working, what's still early, and where real opportunity lies.
• Hyper-personalisation: Using behaviour and goals — not just data — to create meaningful engagement.
Tune in to Episode 19 for a fresh perspective on building smarter, more inclusive financial experiences in Asia and beyond.