Thursday, July 16, 2020

Digital wealth management adoption is on the brink of reaching new heights – presenting a massive opportunity for both fintechs and incumbents

Insider Intelligence

Leading robo-advisors have held onto consumer appetite amid the coronavirus pandemic — here's what incumbents can learn from these startups to maintain their grasp on the $43 trillion North American wealth management market

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In The Digital Wealth Management Report, Insider Intelligence explains what the current digital wealth management market looks like, what makes the segment worthwhile for incumbents, and how they can find success in the space. We profile the four biggest digital wealth managers in North America in detail to provide insight into their onboarding process, portfolio management, and pricing, as well as how they've been affected by the pandemic and what they're doing to accommodate changing customer needs

In full, this exclusive report:

1 Outlines the benefits of launching a digital wealth management offering
2 Details the Digital Wealth Management Maturity Model used to assess the progress that players are making in the space
3 Spotlights the four biggest fintech digital wealth managers in North America and what they offer
4 Highlights how technology is being used across the services, and how this impacts pricing
5 Discusses how these players have been impacted by the coronavirus crisis
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