Valuefy blog2- Jan - Demystifying Investment Technology: Wealth Tech drivers of 2019
Valuefy blog2- Jan - Demystifying Investment Technology: Wealth Tech drivers of 2019

Demystifying Investment Technology: Wealth Tech drivers of 2019

Wealth Management is becoming more consumer-friendly, affordable and accessible than ever before. As the serviceable demographic of the Wealth Management industry changes to Millenials who are coming of age in terms of their investing prime, there is a need to shift the methods and technologies in the space to accommodate their tastes and preferences.

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Valuefy blog image-Fuelled by Data - Wealth Management’s Tech Transformation

Fuelled by Data – Wealth Management’s Tech Transformation

Technologies like Big data and Artificial Intelligence are being adopted to create a high touch ecosystem in the Wealth Management space. Forward-looking wealth management firms are turning to Robo advisors to help churn massive amounts of unstructured data into recommendations, insights, and decisions to aid their Wealth Management Professionals.

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AI is helping thinly spread Wealth Managers save up to 20% of their time

The Human Wealth Manager is a very precious resource, and often extremely expensive,  with median salaries of well over 100K (Census data collected by WSJ). In such a scenario private wealth management firms often tend to overwork and spread thin their accounts, in some firms, it was found that Wealth managers were juggling between 200 to 500 portfolios in a work week. This led to many wealth managers working well over 80 – 100 hour work weeks.

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