[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.
"We were systematically rethinking the whole insurance distribution business, and we built technology behind each step in an advisor’s workflow to ensure an intuitive, efficient, end-to-end platform." - Patrick Kelly, Signal Advisors<
"Rather than just looking at disruption as a function of technology innovation, we wanted our research to get at the true nature of what was going on." - Steven Lewis, MarketBridge
"Active managers have a great future if they can level the playing field by incorporating intelligent analytics and alternative data methodologies that can add alpha and more risk control to whatever strategy they have in place." - Rocco P
"This event is going to create a unique environment for creating awareness and also validating where an advisor wants to take their practice." - Adam Holt, Asset-Map
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
Let's take a moment to review some of the best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2019.
There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of FinTech companies.
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