The wealth management industry has traditionally been slow to modernize, however the Covid-19 pandemic has either forced wealth managers to accelerate digitization or set it in motion in the first place. These changes can only turn out well for wealth managers though: the client preferences are rapidly shifting towards solutions employing robo-advisory or AI. The hi-tech shakedown in wealth management might be just around the corner – bringing benefits to both financial institutions and their clients.
Here’s what you will find in our e-book:
- Digital vs. traditional channels – what is the right balance?
- Is wealth management still lagging behind other industries in terms of digitization and client-centricity?
- How do banks start embracing the robo technology?
- AI algorithms in finance, digitalization, the robo technology: the hot trends of wealth management
- How to react as an investment advisor when the markets are plummeting
- Why you should expect less from AI algorithms in finance
- Can you predict which mutual funds will do better than others?
…and more! Download the e-book and gain valuable knowledge about the hi-tech shakedown in wealth management!