Beyond Fintech: Disruptive innovation in investment management

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Beyond Fintech: Disruptive innovation in investment management

Investment management has largely evolved with increasing client expectations and the demand for personalised customer experiences. With automation and service externalisation, firms are forced to differentiate on high‐quality, process execution, and tailored advice. Fintech offerings like robo-advisors are enabling incumbents to increase customer stickiness and retain customers.

A 2017 report from Deloitte and the World Economic Forum, “Beyond Fintech: A pragmatic assessment of disruptive potential in financial services,” examines disruptive innovation in investment management. Read on to explore key takeaways for the investment management industry, and understand what these findings mean for your business.


Published: December 2017

Beyond Fintech: Disruptive innovation in investment management
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