News / New digital platforms for Wealth and Asset Management. Robo advice. (TechRules)

New digital platforms for Wealth and Asset Management. Robo advice. (TechRules)

The global emergence of FinTech continues to disrupt the traditional Financial Services landscape. Increasingly, banks and financial institutions are rapidly changing under pressure to innovate.

The launch of new digital platforms and the evolution of customer journeys has been a key strategic priority, complemented by many Financial institutions running broader digital transformation programs.

Taken together, the focus in these areas is likely driven in part by regulatory changes and fee pressures. However, another factor is the pointed shift in consumer demand for real time engagement and online access to services managed uniformly from their mobile and personal devices, which means that banks and Financial institutions need to embrace the move from the old world of paper processes to a truly cohesive and digital ecosystem. 

TechRules provides Asset & Wealth Management solutions and is a Fintech reference with customers all over Europe and Latin America. TechRules partners major financial institutions to provide multi-channel asset and wealth management technology to their clients across direct or hybrid channels.

Complete high-standard API Wealth Management Marketplace coming out of our more than 20 years of experience in Digital WealthTech solutions.

How can they optimize their Business Model? Is a Robo Advisor more than just advice and can it be an opportunity to grow your business?

Let’s analyse what TechRules considers a set of functionalities that a Wealth Management Digital Platform should offer.

Speaker: Jaime Bolivar

Techrules Managing Director

Jaime studied agricultural engineering and has developed a career of more than 25 years of experience in assets management. Jaime has lead several initiatives to help develop the FinTech industry. His great leadership skill and ability to embrace change spread across the entire team, in the light of not only being competitive in a FinTech world driven by change but also to be ahead of the game.  

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