How technology and the financial crisis changed investor perceptions and goals.
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| | | | | | | | A decade of disruption | | | | Hello Voornaam, | | | | In just 10 years, advances in financial technology (FinTech) have fundamentally changed how investors view themselves, their goals and the markets. These developments have ultimately changed how clients want to work with their advisors.
At the same time, it has delivered a new generation of tools that can give advisors unprecedented insight into their own businesses and into their clients’ greatest financial aspirations and fears. In the right hands, these tools can help advisors build deeper relationships with clients while driving more profitable, scalable growth.
Read this article to learn:
How technology and the financial crisis changed investor perceptions and goals. What today’s investors are looking for from their advisors. How artificial intelligence (AI) is helping tech savvy-advisors get closer to existing clients and better target high-quality prospects. Which new tools can help you and your clients better assess their risk tolerance and design portfolios that better suit their specific needs. How to compete with new business models, such as robo-advisors that are reshaping the industry. How the right IT infrastructure can help you scale quickly to keep up with fast-changing market dynamic. |
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