WealthManagementToday: Mission: Impossible - Choosing a Digital Advice Vendor

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Celent have reviewed this profile and believe it to be accurate.
5 September 2018
new york, United States

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.

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News article details

Wealth Management
Media Type
News Articles
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America