Technology changes private banking patterns

Clients find attractive solutions hand in hand with technologies for investment and heritage protection

The technologies that were initially oriented to communications now cover all areas of knowledge and economics. In the banking sector they came to offer digital solutions, efficiency in transactions, almost personalized products to customers, advice, security, trust and transparency.

Finances now go hand in hand with modern platforms for every need. The fintech, specific for finance, are the most named in the world. But there are also solutions for insurance and investments. Wealthtech groups together the cluster of solutions for the latter, in addition to the protection of heritage.

The technologies have been able to take advantage of the poverty of traditional banking solutions with respect to the demands or needs of contemporary clients in the real estate and insurance sectors. The immediacy of digital transactions are the main attraction of the wealthtech trend. But also the amount of resources they offer, as well as the ability to anticipate the future.

Customers appreciate smart platforms at their fingertips, which they can download to their portable devices and consult when and where they need it. Friendly technology for all needs.

Managing personal finances has never been easier and safer than now thanks to robotic assitants, platforms based on artificial intelligence, social investment networks, applications for small investors or startups that analyze market fluctuations and determine when to invest.

M.Pino

Source: Marketing4ecommerce

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