Hybrid Digital Advice: Pathway To Personalization At Scale

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
21 May 2019
William Trout

The hybrid digital advice platform offers wealth managers a means of breaking the trade-off between personalization and scale. Building the platform in-house offers large incumbents advantages from a brand and control standpoint.

Key research questions

  • Why are wealth managers embracing digital hybrid advice?
  • What are the advantages of building versus partnering for incumbents?
  • Why is tiering of pricing and advisory platforms critical to success?

Abstract

The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot” model has implications for the client proposition and for technology investment generally. What opportunities does the emergence of truly hybridized advice present for vendors and wealth management incumbents alike?

Subscription required

Access to this content requires a Celent research subscription.

Subscribers should sign in to access this research.

sign in or register to read more

Insight details

Industry or Business Focus
Insight Format
Reports
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America