Best Practices for WM CIOs to Leverage Fintechs for Competitive Advantage


Published: 15 September 2017 ID: G00332802

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Summary

With $2.4 billion invested in wealth management-focused fintechs in the past five years, WM CIOs need to be aware of the opportunities and threats. This research will help WM CIOs identify and evaluate viable fintechs, and determine an approach to leverage them for competitive advantage.

Table of Contents

  • Introduction
  • Analysis
    • Analyze the Four Key Areas Where Fintechs Can Impact WM
      • Client Acquisition and Support
      • Relationship Manager Productivity
      • Investment Research and Management
      • Governance, Risk Management and Compliance
    • Use Gartner's Disruption Index to Evaluate Fintech Firms
    • Determine Your Competitive Response
      • Acquire a Fintech
      • Invest in a Fintech
      • Partner With a Fintech
      • Fund or Join an Incubator/Accelerator
      • Build a Digital Pure Play
    • Conclusion
  • Gartner Recommended Reading
© 2017 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartners research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

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