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Content Services for Solution Providers

For wealth managers to be able to easily discover, understand and engage with your business, you need to be able to create and maintain a bank of content that catches and drives their attention. In our many hundreds of conversations with all different sorts of solution providers, we have seen first-hand...

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by The Wealth Mosaic
| 07/05/2018 14:45:14

The arrival of the #digitalwealth brigade on the shores of a once defined-and-marketed-as-traditional #wealthmanagement sector has ruffled some very pristine feathers over the course of the last five or so years (since it started to embed in our consciousness). And, despite facing many naysayers, unconvinced that the technology-led model had any role to play, there s now abundant evidence that the digital wealth market very much has a role to play, that the opportunity of technology can be pointed in any number of directions and that the model, in whatever format it is deployed, is here to stay.

Of course, what largely started out as a bunch of (now increasingly heavily funded) start-ups coming in to do that feather ruffling has now gone pretty global, is measured in the hundreds of firms and, despite resistance remaining, now sees an ever-growing number of both traditional and non-wealth wealth management players entering the game.

And it is the opportunity for those established businesses, whether they be wealth managers or not, to come into this market that has also seen those robo advisors pivoting from focusing on B2C to also offering B2B solutions to those entrants. Alongside that switch, multiple traditional wealth management or financial services technology solution providers have also entered the market as providers of B2B digital investing tools.

What this means is that the marketplace of solutions and solution providers focused on providing B2B tools to those wanting to enter the digital wealth space is now fairly rich. Indeed, our Digital Investing (B2B robo advisor) Solution Provider Map features over 70 such providers internationally.

You can access our Digital (Robo) Investing Business Need category here http://www.thewealthmosaic.com/needs/digital-investing/ to engage with each of these solution providers individually.