Great digital experiences and holistic, data-driven advice are no longer vague futuristic concepts. Open finance is here, and it will transform the wealth management landscape.
83% of financial advisors believe technology is key to their growth.
With a foreword from industry thought leader Jason Pereira, the Flinks for Wealth Management ebook explores practical ways firms and platforms can leverage Flinks’ industry-leading financial data connectivity for onboarding, asset transfers, holistic planning, and more.
Read our highlights below, and download our full ebook for the complete analysis.
Key Takeaways
- Firms and platforms are taking bold steps to move away from legacy processes and deliver connected digital experiences that meet the changing expectations of tech-savvy Millennials and Gen-Xers.
- Flinks’ financial data connectivity solution is a practical way to remove important friction points from investors’ experience. It streamlines the process of gathering data from held-away banking and investment accounts—and transforms it from a point-in-time activity to an ongoing data input.
- Opportunities available today include digitizing client onboarding, accelerating the transfer of assets and accounts, and delivering personalized, proactive, and holistic advice.
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