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Summary: Starting in my early thirties, and then together with my wife, I have tried to hire advisors to create financial plans, but the experience was typically frustrating.
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Summary: If there was one theme that stood out at the CB Insights Future of Fintech conference in New York City this week, it's that financial technology startups still believe they can "disrupt" traditional financial services firms and improve everything from banking and credit to financial advice.
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Summary: Passing off mundane tasks to technology frees up your valuable time to meet with more clients, build deeper (and perhaps multigenerational) relationships and even grow your book of business that may have once seemed at capacity.
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Summary: Fintech firms are poised to revolutionize the market. They attract new investors and woo veteran investors with lower fees and a more seamless client experience. And they’ve absolutely nailed new-client onboarding: Download an app. Enter an email. Create a password. Link a bank account. And you’re done.
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Summary: As financial advisory firms embrace technology to stay competitive and enhance in-house operations and relationships with clients, they should consider this: “Technology is the great equalizer among firms big and small,” according to Evan LaHuta, head of client experience at BNY Mellon. “Everyone starts to look the same, so how do you add value?”
