FinovateEurope 2015 - 2hat's in it for wealth management?
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23 February 2015Isabella Fonseca
Last week Celent attended FinovateEurope 2015, great place to hear about new technologies and what companies will be launching in the upcoming months. While usually the main focus is banking, this year we saw a number of initiatives from a wealth management perspective. 1. Personal financial management and money management-- lots of technologies to target the retail investors 2. Client onboarding -- improving the process 3. CRM - creating value with data at your hands 4. Video graphics 5. Social media/mobile 6. Crowdfunding 7. Security -- data privacy 8. Gamification - using games to attract younger generations to save and invest In summary, vendors are putting their efforts on a number of areas, focusing on both the advisor and the retail investor. And it's all about enhancing the customer experience. Very strong focus on CRM and financial planning. We are currently covering and will be covering many of the areas above. If you are a vendor that is interested in briefing us on their solution in any of the categories above and you are targeting the wealth management industry, please reach out to us!