Battle for the Bank: How Digital Investment Tech Is Reshaping Wealth Management

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29 November 2017
William Trout

New B2B technology platforms are helping banks launch digital advice platforms.

Key research questions

  • Why have banks struggled to roll out digital advice platforms?
  • What explains the poor track record of bank and B2C robo advisor partnerships?
  • What makes B2B or enterprise platforms most effective in the bank environment?


B2B technology platforms allow wealth managers to jumpstart their digital advice capabilities and empower their time-starved advisors.

Next-generation technology platforms are stepping up to fill the technology gap left by TAMPs and other legacy vendors. Who are these new providers of investment services, and how can they supercharge the efforts of banks?

This report explores the extent to which digital and human-led are converging in the bank business. It proceeds to assess the extent to which various forms of hybrid delivery can break tradeoffs between personalized service and scale. Lastly, it explores the value propositions of three pioneering B2B digital platforms and highlights the differences in approach that color their applicability to banks and other financial institutions.

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Insight details

Content Type
Case studies, Industry Trends, Innovation & Emerging Technology, Technology trends, Vendor landscape
North America
Subscription categories
Securities & Investments, Wealth & Asset Management, Wealth Management