6 Wealth Management Technology Trends to Outpace Your Competitors

#1 Post-COVID continuity plans

#2 Automation

#3 Mobile Apps

Source: Tech Survey by Financial Planning
Source: J.D. Power 2019 U.S. Wealth Management Mobile App Satisfaction Study Volume 2

#4 Cybersecurity

#5 Artificial intelligence will change wealth management technology trends

#6 Robo–advisors discover online wealth management platform

Source: The Expansion of Robo-advisory in Wealth Management by Deloitte

#7 Big data

Source: Advanced analytics in asset management by McKinsey & Company

Trendsetting

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Co-founder and CEO of S-PRO, Entrepreneur, Advisor & Expert in Mobility & IT Strategy. Custom solutions for enterprise and startups http://s-pro.io/

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Igor Izraylevych

Igor Izraylevych

Co-founder and CEO of S-PRO, Entrepreneur, Advisor & Expert in Mobility & IT Strategy. Custom solutions for enterprise and startups http://s-pro.io/

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