The current politically charged environment provides opportunities for financial advisors to demonstrate that they truly understand their clients in ways that straight automated solutions can’t. They’ll need the help of technology to do that efficiently.
Wealth Management as a Platform (WMaaP) can bring much needed transparency and power to the average investor, but is Asia a better ecosystem for WMaaP than mature markets like US and EU?
Virtual Reality can help Financial Services and FinTech companies increase productivity and client engagement – if applied in the right way. This post explains how.
Broker/Dealers need to look beyond robo-advisors when developing a FinTech strategy to compete effectively in tomorrow’s market place. While robo-advisors seem like an immediate threat, they are just the tip of the iceberg.
Financial services firms have traditionally considered their intangible financial services as products: loans, mutual funds, bonds, etc. If they include technology products in their solution set, it could help them thrive in the future.