Felix Honecker, Senior Research Associate, explains how the first Future Finance technology insight report is an indispensable resource for financial advisers interested in leveraging cutting-edge technologies to streamline processes and boost productivity.
We are delighted to unveil the first instalment of our technology insights series. These reports draw on the latest findings from our research team, to keep you ahead of the curve, deepen your understanding of the latest technology trends impacting UK financial services, and provide guidance on how you might implement them. Whether you're an established firm or a newcomer to the sector, this series will provide valuable insights and actionable information.
Our first report, titled ‘Financial Advice and Wealth Management’, addresses common pain points faced by small and mid-sized financial advice firms whilst providing commentary on changes in the market. We explore how this new financial advice environment can be navigated by applying three key technologies: generative AI, analytical AI, and blockchain. The report offers a comprehensive analysis of these technologies and provides practical guidance on their effective implementation.
You can download excerpts from the report below. To read the full document, and to keep in the loop on future reports, opportunities, news and events, join our free online community - Future Finance Network. We are partnering with Fintech West to deliver an event specifically tailored for financial advisors who are eager to stay at the forefront of industry advancements and will shortly be announcing training to support the sector in some of the key areas identified in this paper, so keep your eyes peeled!
Happy reading!
👉 Register to join the Future Finance Network to access the full report
👉 Sign up for 'Financial Advice: Profiting from Digital Innovation’ event (23rd July, Bristol)
👇 Download excerpts from the report
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