Designing The Digital Wealth Advisory Model Of The Future - A Proposed Functional Architecture

1:30 p.m. - 2:10 p.m.
Robo Advice is only the beginning of profound, technology-led transformation of the Wealth Management Industry. Exponential technologies (from cognitive computing and machine learning to robotics and blockchain) can be leveraged to create a scalable wealth management platform that meets retail investors’ new expectations and step-change advisor productivity at the same time. We have developed a functional architecture to show how these new technologies will work together to design the digital advisory model of the future.