What has FinTech brought to the wealth management industry? The short answer is AI. Thompson Reuters suggests that cognitive software platforms, which provide the tools to analyze, organize, access, and provide advisory services based on a range of structured and unstructured data, will attract investment of nearly $2.5 billion in 2017 alone.
Fidelity’s Tech Upgrade Includes Data Aggregation and Insights
Fidelity released details of new technology tools coming to Wealthscape this year, including data aggregation, analytics and a digital marketplace.
The Rise of Wealthtech: Infographic
Evolving consumer expectations, the rapid adoption of technology and new competitors entering the markets are placing new demands on today's wealth managers.
Join in on the conversation with Shannon Steele when you subscribe to Future of Financial Services.