Written by the founder of the Acorns Micro Investing App in Australia and Raiz Invest a global investing App, this book offers a exploration of WealthTech - a revolutionary concept altering the landscape of the wealth management industry. By creating new opportunities for financial institutions, start-ups, and individuals alike, WealthTech emerges as a rapidly expanding sector, with immense potential to alter the landscape of wealth management.
This insightful book delves into the complexities of WealthTech, dissecting its intricacies to give readers a comprehensive understanding of this dynamic field. It underscores the challenges propelling its growth while highlighting the potential it holds for instigating social change by democratizing wealth accumulation and management.
Drawing from the author's vast experience in spearheading WealthTech start-ups on a global scale, this book equips you with indispensable knowledge. It empowers you to devise successful strategies and thrive in this exhilarating domain. Moreover, it offers specific techniques to surmount the hurdles that come with venturing into the potentially rewarding WealthTech sector.
With its exhaustive coverage of WealthTech, this book serves as an indispensable resource for anyone seeking to capitalize on or comprehend the digital transformation revolution in wealth management and financial services. Don't miss the chance to harness the power of digital transformation to fuel the growth of your wealth management business.
Introduction
Chapter 1:What is WealthTech?
Chapter 2:The promise of WealthTech
Chapter 3:The benefits of WealthTech
Chapter 4:An overview of the WealthTech Sector
Chapter 5:Developing an Innovative Technology Stack
Chapter 6:The Benefits of Focusing
Chapter 7:Focusing on a Great User Experience
Chapter 8:Effective Online Market Strategies
Chapter 9:Growth Hacking
Chapter 10:Partnering with Traditional Financial Institutions
Chapter 11:Customer Service: The Greatest PR
Chapter 12:Compliance with Laws and Regulations
Chapter 13:Data Security Concerns
Chapter 14:The Future of WealthTech and Key Trends
Acknowledgements
About the Author