TWM WealthTech Views Report: Looking into 2020

See the attached document for Jamie Keen’s answers to the five questions on the technological requirements of the wealth management sector, with regard to the year 2020.

„Investors want simplification and automation combined with human involvement at the right stage, so the adviser needs to be able to engage when and how needed, not lose valuable time working with a multitude of inefficient solutions and processes. If firms and advisers embrace the digital hybrid model they can provide highly customised advice and solutions, and better understand the customer to increase trust / uncover new revenue streams.“
 

Jamie Keen | Country Manager UK & Ireland

 

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