Unlocking the Opportunities in Next-Generation Wealth Management

November 5, 2018

Robo-advice, mobile devices, and consumers’ insatiable desire to interact digitally are transforming the financial services industry as we know it. But despite consumer expectations, the wealth management industry is mired in traditional advice delivery mechanisms, and those that continue to do business as usual will no longer be able to compete. On the other hand, wealth managers who are willing to transform their businesses will find unprecedented opportunities from technology and demographic-driven shifts. Download our whitepaper to find out what you need to know about these changes and how you can take advantage of them.

Read to Discover:

  • How using technology can bridge the gap between advisors and Millennials
  • Why advisors need partners that can deliver the clean, actionable data necessary for digital financial planning
  • The internal firm benefits of implementing technology
  • The advantages of tools driven by artificial intelligence in offering predictive and actionable advice
  • How to adopt a “hybrid model” to reach both high net worth and mass affluent clients
Previous Video
Financial Data Aggregation - Asset Strategy Advisors
Financial Data Aggregation - Asset Strategy Advisors

“It's critical to have good information, accurate information, timely information feeding into our systems ...

Next Flipbook
Data Aggregation + Intelligence: The Keystone to Financial Innovation
Data Aggregation + Intelligence: The Keystone to Financial Innovation

Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches...