August 6, 2014 2:00 PM
Digitally savvy investors are approaching their finances in ways that are radically different from their parents. They are increasingly drawn to emerging financial technologies that are triggering seismic change in the financial sector. More conservative and less trusting, this population is abandoning traditional brick and mortar providers and drifting toward financial technology apps.
The signs of change are everywhere. Sophisticated financial planning and investment portfolio management services are popping up, offering fun and intuitive apps that take seconds to install. A Silicon Valley-based automated investing startup that targets young digitally savvy investors, has grown to $1 billion in assets under management in less than two-and-a-half years.
View this webinar on demand to hearSophie Schmitt, Senior Analyst for the Wealth Management Team at the Aite Group and John Bird, Senior Director of Product Marketing from Yodlee Inc. discuss the driving forces in todays wealth industry, how technologies like account aggregation and dynamic new wealth apps are being used to deepen collaboration with investors, and ultimately drive more assets under management.
Youll learn how:
- Digitally savvy investors think about and approach their finances
- User experience can be built to better connect with tech savvy Gen Y
- Technologies like account aggregation and new wealth apps can deepen collaboration with investors and drive more assets under management
Senior Director of Product Marketing, Yodlee
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Senior Analyst, Wealth Management Team, Aite Group
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