To say that you can just pivot from a B2C robo-advisor to a full digital platform is a gross oversimplification, warned Will Trout, Head of Wealth Management at Celent. There’s a lot of work that needs to be done on the back-end in terms of deploying and implementing these type of digital advice solutions.. Financial institutions have to think about how their digital device platform integrates into the rest of the organization including other lines of business.
