Gartner Research

Best Practices for WM CIOs to Leverage Fintechs for Competitive Advantage

Published: 15 September 2017

ID: G00332802

Analyst(s): Chuck Thomas


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
  • Key Challenges



  • 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

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