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    Robo Advisory: A GCC Perspective

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    Miles Marcom
    Robo advisory uses technology and algorithms to provide personalized investment advice and portfolio management online or through digital platforms, allowing clients to get access to wealth management services in a transparent, low-cost manner. While robo advisory aims to make financial advice more accessible, especially to digital native millennials, it can also coexist and reinforce the role of relationship managers by empowering them to provide differentiated advice and freeing up their time from routine tasks. For successful implementation, robo advisory requires seamless integration of data sources and systems to allow omni-channel delivery of services and advice. Future trends may see greater use of cognitive computing and commoditization of basic financial processes.

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    Robo Advisory: A GCC Perspective

    Uploaded by

    Miles Marcom
    15 views9 pages
    Robo advisory uses technology and algorithms to provide personalized investment advice and portfolio management online or through digital platforms, allowing clients to get access to wealth management services in a transparent, low-cost manner. While robo advisory aims to make financial advice more accessible, especially to digital native millennials, it can also coexist and reinforce the role of relationship managers by empowering them to provide differentiated advice and freeing up their time from routine tasks. For successful implementation, robo advisory requires seamless integration of data sources and systems to allow omni-channel delivery of services and advice. Future trends may see greater use of cognitive computing and commoditization of basic financial processes.

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    Robo Advisory

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    Robo Advisory

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    Robo advisory uses technology and algorithms to provide personalized investment advice and portfolio management online or through digital platforms, allowing clients to get access to wealth management services in a transparent, low-cost manner. While robo advisory aims to make financial advice more accessible, especially to digital native millennials, it can also coexist and reinforce the role of relationship managers by empowering them to provide differentiated advice and freeing up their time from routine tasks. For successful implementation, robo advisory requires seamless integration of data sources and systems to allow omni-channel delivery of services and advice. Future trends may see greater use of cognitive computing and commoditization of basic financial processes.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    15 views9 pages

    Robo Advisory: A GCC Perspective

    Uploaded by

    Miles Marcom
    Robo advisory uses technology and algorithms to provide personalized investment advice and portfolio management online or through digital platforms, allowing clients to get access to wealth management services in a transparent, low-cost manner. While robo advisory aims to make financial advice more accessible, especially to digital native millennials, it can also coexist and reinforce the role of relationship managers by empowering them to provide differentiated advice and freeing up their time from routine tasks. For successful implementation, robo advisory requires seamless integration of data sources and systems to allow omni-channel delivery of services and advice. Future trends may see greater use of cognitive computing and commoditization of basic financial processes.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 9

    Robo Advisory

    A GCC Perspective
    Have Machines taken
    over Wealth
    Management?
    [ ]
    Age of Millennials

    Digital Natives
    Always Connected
    Seek Personalization
    Reliance on Peers
    [
    What is the Scope? ]
    Personal advice backed by research
    Technology tools for RMs
    Accessible over digital platforms
    Transparent
    Well diversified
    [ ]
    Can Robo Advisory Co-exist with
    Relationship Managers?
    [ Robo Advisory
    In Action ]
    Can Reinforce Trust
    Empowerment to RMs
    Differentiated Advice
    [ Robo Advisory
    Implementation ]
    Data Sources and Assimilation
    Creation of Models
    Integration and Seamless Systems
    Omni Channel Delivery
    [ Potential
    Future Trends ]
    Cognitive Computing
    Technical Expertise
    Process Expertise
    Commoditization
    You for
    Thank
    your Attention

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