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Finding the Right Ecosystem

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Finding the  Right Ecosystem
 

The rise of companies utilizing financial technology (fintech) over the past five years can no longer be ignored by traditional wealth managers and established financial services firms. Capitalizing on digitalization, big data, social media, mobility, and frictionless processes, fintechs might be able to do what many long-standing firms are working towards.

Download “Finding the Right Ecosytem” authored by Kendra Thompson, North America Managing Director, Accenture Wealth Management Lead and Rohit Mahna, VP and GM of Financial Services, Salesforce to take a customer-centric design approach to the user experience and address aspects of the advisor and client experience that haven't typically been prioritized by traditional incumbents; challenge the current cost models; and partner creatively with other players.

 

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The rise of companies utilizing financial technology (fintech) over the past five years can no longer be ignored by traditional wealth managers and established financial services firms. Capitalizing on digitalization, big data, social media, mobility, and frictionless processes, fintechs might be able to do what many long-standing firms are working towards, such as:

  • Take a customer-centric design approach to the user experience and address aspects of the advisor and client experience that haven't typically been prioritized by traditional incumbents
  • Challenge the current cost models, especially as they relate to more expensive cost models, like full-service financial advice
  • Partner creatively with other players, including startups and legacy firms
 
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