High-touch and high-tech in wealth management: striking the right balance
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!