7 Ways Wealthtech is Digitizing Wealth Management

“Customer experience is chief among the areas where traditional financial institutions have fallen short. 70% of millennials would rather visit their dentists than their bankers.” Harit Talwar, Head of Marcus at Goldman Sachs. Not long ago, wealth management was considered a service almost exclusively confined to the affluent. With their millions at the ready, wealthy investors could use wealth managers to provide a range of tailored investment-related services, and those services would normally come at a high price. But these days, such a perception of wealth management is becoming old, or simply not accurate. Innovation broke down those barriers of…...