Valuefy blog image-Fuelled by Data - Wealth Management’s Tech Transformation
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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Valuefy-Blog-Advisor's Dilemma

The advisor’s dilemma – The tightrope of immediate expectations and future goals

The relationship between Wealth advisors and their clients is similar to that of a parent and a child. The client (read child) in this relationship is always tempted by the lure of quick returns and a focus on immediate expectations.

It may be the latest Crypto investment that catches the client’s fancy, or a new mutual fund with very high returns in the last year, or even a stock tip suggested by a peer. However, the advisor (parent) has to step in as the voice of reason at such times. The advisor has to help them meet their long-term financial goals while still giving them adequate short-term returns to keep them invested.

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Harnessing tech to drive the next revolution in wealth management

The wisdom of the web: The future of wealth management is data-driven

The idea of comparing and reviewing something online before making a decision haspermeated indelibly into the decision-making process of a millennial. Be it buying a hometheatre, getting health insurance, renting a home, or buying a car. The consumer of today isspoilt for choice, they make their own decisions, do their own research, and rely on the power oftechnology to make judgements, be it big or small.

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