Yves is Flinks' Content Strategist. He tells the world about the dramatic changes happening in finance, one story at a time.

Flinks for Wealth Management

By Yves Lavoie on May 10th, 2021

Reading Time: 2 min

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.

Download the ebook now

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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