Client preferences across the wealth management industry are evolving rapidly. To date, incumbents have been slow to embrace mobile as a contact channel across all parts of the client journey, including onboarding, discovery and servicing. BNP’s myAdvisory tool is a clear example of how mobile-first, chat-based technology can enhance the client experience and help institutions remain relevant in the digital age.
Fidelity’s Tech Upgrade Includes Data Aggregation and Insights
Fidelity released details of new technology tools coming to Wealthscape this year, including data aggregation, analytics and a digital marketplace.
The Rise of Wealthtech: Infographic
Evolving consumer expectations, the rapid adoption of technology and new competitors entering the markets are placing new demands on today's wealth managers.