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Beyond Fintech: Disruptive innovation in investment management
Investment management has largely evolved with increasing client expectations and the demand for personalized customer experiences. With automation and service externalization, 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.