With FinTech becoming widespread, it may be hard to integrate all new technologies within a business. What this article, “Three Fintech Trends Worth Adopting” by Mitchell Caplan, does is suggest the top 3 essential financial technologies that will help financial advisors support their existing work and create a better relationship with their clients.<\/p>\n
The three technologies suggested by the article include “holistic fintech evolution”, “planning and risk management integration”, and “customer experience priority.” Each of these categories connects to the integration of fintech\u00a0into financial advisory. The first technology describes a way to see the big picture without using “roboadvisors.” What this article suggests is to use fintech as a way to assist the advisor rather than replacing the advisor with technology. The next fintech\u00a0mainly connects\u00a0to retrieving realtime information of “macro risks.” Lastly, the final fintech suggested is “customer experience priority” which advocates an easy interface to ensure transparency from the advisor to the customer.<\/p>\n
These three technologies definitely have been on the rise since the development of fintech. It advocates a strong bond between a human advisor and client.\u00a0With better prediction methods and transparency, it’s much easier to optimize investments which leads to a happy client.<\/p>\n
http:\/\/www.financial-planning.com\/opinion\/three-fintech-trends-worth-adopting<\/p>\n","protected":false},"excerpt":{"rendered":"
With FinTech becoming widespread, it may be hard to integrate all new technologies within a business. What this article, “Three Fintech Trends Worth Adopting” by Mitchell Caplan, does is suggest the top 3 essential financial technologies that will help financial advisors support their existing work and create a better relationship with their clients. The three … Continue reading Rising Trends within FinTech<\/span><\/a><\/p>\n","protected":false},"author":1831,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"qubely_global_settings":"","qubely_interactions":"","kk_blocks_editor_width":"","_kiokenblocks_attr":"","_kiokenblocks_dimensions":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-670","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"gutentor_comment":0,"qubely_featured_image_url":null,"qubely_author":{"display_name":"mlam1","author_link":"https:\/\/blogs.scu.edu\/finis\/author\/mlam1\/"},"qubely_comment":0,"qubely_category":"Uncategorized<\/a>","qubely_excerpt":"With FinTech becoming widespread, it may be hard to integrate all new technologies within a business. What this article, “Three Fintech Trends Worth Adopting” by Mitchell Caplan, does is suggest the top 3 essential financial technologies that will help financial advisors support their existing work and create a better relationship with their clients. The three…","post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/posts\/670","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/users\/1831"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/comments?post=670"}],"version-history":[{"count":1,"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/posts\/670\/revisions"}],"predecessor-version":[{"id":672,"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/posts\/670\/revisions\/672"}],"wp:attachment":[{"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/media?parent=670"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/categories?post=670"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.scu.edu\/finis\/wp-json\/wp\/v2\/tags?post=670"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}