Trends Report

Improve Investor Experiences With These Technology Building Blocks

Adopt These Technologies To Deliver Better Investor Experiences And Improve Business Outcomes

April 3rd, 2019
With contributors:
Ellen Carney , Oliwia Berdak , Zhi-Ying Barry , Benjamin Ensor , Piers Conway , Sam Bartlett


Digital technologies are changing how customers invest and how they receive financial advice. Powered by these same technologies, fintech startups are challenging incumbents with lower fees, automated advice, and automated portfolio management. Digital business leaders at wealth management firms must execute digital transformation now while scaling innovations faster. This report is Forrester's view of the interconnected technologies benefiting investors and what they mean for digital wealth management executives.

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