THE RISE OF THE BIONIC ADVISOR

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18 January 2018

Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.

Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.

To ensure that firms are able to meet these digital needs of clients, it is important that advisors and individuals working at them embrace the change.

The firms and advisors who learn to leverage technology will enjoy a competitive advantage over the market for years to come.

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Insight details

Sector
Banking, Capital Markets, Investment Management, Securities & Investments, Wealth Management
Content Type
Reports
Focus
Digital, Industry Trends, Innovation & Emerging Technology, Legacy and Ecosystem Transformation, Technology trends
Location
EMEA, LATAM, North America