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Discover what fintech disruption of the financial services industry means for discretionary and advice-based investment management

In this new digital reality, where technology offers greater flexibility and convenience, wealth management firms are increasingly exploring ways to revamp their client offerings and internal processes leveraging technology capabilities.

The impact of technology on discretionary and advice-based investment management is indisputable. 

Nevertheless, how wealth managers react, and whether they adopt technology or not, will influence the efficiency of their processes and how they deliver value to clients in the years to come.

With that in mind, we have created a whitepaper to bring awareness to what Fintech disruption of the financial service industry means for discretionary and advice-based investment management. We have extensively covered the impact this may have on advisors and share tips and tricks on how advisors can best leverage the ever-changing digital landscape of Fintech to build on their future success.  

By downloading our whitepaper, you can expect to learn:

  • The noteworthy Fintech innovations reshaping the industry
  • The impact of Fintech on discretionary and advice-based investment management, where we specifically cover:
    -  Operational efficiency
    -  Competitive advantage
    -  Customer satisfaction
    -  Streamlined compliance
  • Discover how Fintech can improve your bottom line
  • Understand the challenges advisors who don't use technology might face if they prefer to ignore digitalisation

Screenshots of Quantfolio's whitepaper on fintech disruption of the financial services industry

 

Download the whitepaper now!