Wealth Management

Quarterly Fintech Spotlight

What is the Wealth Management Fintech Spotlight?

The Wealth Management Fintech Spotlight is a quarterly series of reports that looks at emerging fintech vendors active in the wealth management space. The vendor landscape is increasingly crowded, and market participants must navigate an expanding array of options. This report series aims to provide insight into vendors that offer strong, unique selling points and innovative approaches to wider business challenges facing the wealth management industry.

Example Categories for Consideration:

Customer Relationship Management (CRM)

Proposal Generation

Digital Account Opening

Marketing

Financial Planning

Retirement Planning

Tax Planning

Portfolio Management

Performance Reporting

10.

Trading and Rebalancing

11.

Client Portal

12.

Business Analytics

Requirements for Participation

Fintech Vendors must agree to be featured: All vendors must be willing to offer a briefing to Datos Insights’ analysts as required. Featured vendors will have the right to review their profile and check for accuracy.
Must have existing clients: Vendor solutions featured in the spotlight must have at least one financial services client with a solution in production. Where possible vendors should provide client references that are willing to speak with Datos Insights.
Analysts have final say on inclusion: Fintech Spotlight is not pay for play – Analysts will choose vendors to include based on their knowledge of particular commercial banking product, technology and service categories, and choose vendors who they feel demonstrate an interesting, unique, high impact, or otherwise disruptive offering of which Datos Insights’ clients should be aware.