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Archive » November 2017 » Financial advisors process: the role of digitization and Fintech

Financial advisors process: the role of digitization and Fintech

Federica Sist, Claudio Giannotti, Massimo Caratelli
November 2017 - n. 11
Jel codes: G01, G20, E21

Financial intermediaries are applying technological innovations to Financial advice, also pushed by Fintech companies’ competition. Technologies should be implemented in the financial advisory process considering: the business model and the level of digitization already achieved; technologies related to financial advice, such as the blockchain, big data analytics, social networks; variables that can contribute to reinforce trust, communication and transparency.

 

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