This half-day event will explore the intersection of financial technology and capital markets. We’ll look beyond the buzz and hype and drill down to what’s really important: how is fintech driving efficiency and innovation in financial services?
Fintech is affecting the wealth management business in ways that go beyond robo-advisors. Amid a digital revolution, wealth managers need to optimize client service via outsourcing and deploy technology to automate processes. There are connectivity challenges in a high-speed electronic market, such as linking to brokers, data providers, and technology vendors; on the B2C side, advisors must communicate online, mobile, on demand, or with a digital device of the client’s choice. A look toward the future raises the question of what is the potential for artificial intelligence in wealth management.