Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective planners. We’re closing in on a do-or-die time for financial professionals.
Technology and fintech solutions are disrupting virtually all aspects of financial planning and wealth management, from back-office support to portfolio management. Put simply, this new wave of fintech software and apps is a huge opportunity for savvy financial professionals who see the value of utilizing these client-preferred solutions.
Will you see the value fintech provides to your firm?
Check out the infographic below to see why financial professionals and fintech can thrive together.
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