19 Jun ’17
A Digital Wealth Management Journey: Automation, Deployment, Engagement
Digital wealth management can mean many things. Over the past years several companies, sometimes referred to as robo-advisors, have emerged, each presenting their own version of digital wealth management. “Securities brokers, wealth managers, banks, insurance companies – each type of financial institution has their own set of ideas and their own set of challenges”, says John Robson, Quantifeed’s Chief Commercial Officer. He continues, “The common thread that ties all these organizations together however is that they want to go from selling products to solving their clients’ financial problems”. Products don’t necessarily get clients to where they want to be and fail to build any lasting trust or loyalty between the organisation and the client.