The use of new technologies and solutions will mean fundamental shifts in the financial services industry
December 22, 2020 6 MINS
Shutdowns, working from home, distance work arrangements and social distancing accelerated the adoption of a number of technologies for financial advisers. I’ve heard this statement numerous times from fintech CEOs and leaders: “Adoption is the next innovation.”
With the adoption of new technologies and solutions comes fundamental shifts in the financial services industry. Just look at this year many advisers and clients might not return fully to in-person meetings after having adopted technologies for distanced meetings and communications.
This change opens up the geographical market for advisers and consumers, in essence shifting the landscape of which clients you can serve and who you should be marketing to as an adviser. Let’s look at how some other technology adoptions in 2021 could shift the landscape for financ