Summary: Countless firms—the vast majority, in fact—in the industry have not adopted basic fintech into their practices. It could be they are just unaware of the options before them, but considering the many trade publications, events and advertising opportunities highlighting fintech offerings, I would suggest the opposite is actually occurring: Advisors, wealth managers and other financial professionals are simply overwhelmed by their options and are defaulting to nothing.
 A technology partner that is able to leverage a staff with enterprise-level expertise will not simply sell a product but also work with the business to determine the root problem and define a true solution to the overall business need.”Anthony Stich director of global marketing, Advicent |
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