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Wealth of Ideas Webinar

Fintech Innovation Partnerships - Accessing Expertise to Drive Innovation in Wealth Management


Wealth management firms have needed to radically rethink their service delivery model amid an unprecedented wave of change. AI, blockchain, the Cloud and digital – The ABCDs of Innovation® - are transforming the entire financial services industry.

Financial advisors’ roles are evolving as the business moves beyond money management to cater to a much broader range of clients’ needs. A new generation of financial services customers has expectations of “anytime, anywhere” service, just as they experience with retail and other consumer-oriented businesses. Meanwhile, more stringent regulatory oversight has meant a compliance burden like never before.

 The scope and velocity of change means firms are unable to keep up on their own and now need to leverage an ecosystem of fintech partners, both large and small, to transform and innovate effectively.

In this webinar, Broadridge and a panel of leading industry innovators will discuss:

  • The role of the wider ecosystem in driving innovation
  • Should you build, partner or buy – selecting the right option
  • How to approach innovation labs to ensure success
  • How they are using next-gen technologies to accelerate growth, enhance the client experience and take advantage of unique opportunities in the new normal.

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