Second, personalization of the investment journey is key. People understand that they’re not just giving their money to a large institution, but are more actively involved in the process of growing wealth or saving for retirement.
In addition, we’re going to see improvements in consumer-facing parts of the business, such as better personalization, education, and guidance, as well as access to that information when it’s needed.
Interviewed by Vasyl Soloshchuk, CEO and co-owner at INSART, FinTech & Java engineering company. Vasyl is also author of the WealthTech Club blog, which conducts research into Fortune and Startup Robo-advisor and Wealth Management companies in terms of the technology ecosystem.