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Beyond Robo-Advice: The Fintech Industry and Why It Matters to Your Business

Session Speakers
Session Description

Why Attend
Understand how financial technology is changing the way you do business and how you can put it to work to attract a new generation of clients and improve your firm’s practices.

Session Details
While the cooldown of the red-hot robo-advice trend reaffirms that clients prefer interacting with other people when it comes to managing their wealth, advisors remain in the middle of a massive fintech disruption that is reshaping the way business gets done. In a thought-leadership session, learn how you can use fintech to stay relevant and meet your clients’ needs comprehensively, and explore the:

  • Marketplace of consumer and enterprise fintech products to help you increase efficiency and scale business
  • Characteristics of fintech products that attract younger investors
  • Way technology can complement your interactions with clients

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule