FinTech Innovation: From Robo-Advisors to Goal Based Investing and Gamification (The Wiley Finance Series) - Tapa dura

Acerca del autor

PAOLO SIRONI is a global thought leader for Wealth Management and Investment Analytics at IBM, where he is responsible for promoting quantitative methods, Goal Based Investing (GBI) and digital solutions for financial advisory. His expertise combines financial services and technology and spans over a number of areas, including wealth management, asset management, risk management and FinTech innovation. Prior to IBM, he founded a FinTech startup that provided GBI portfolios to wealth managers. This venture subsequently became a part of IBM following the acquisition of funding partner Algorithmics, a world leader of risk management and investment analytics. Paolo possesses a decade-long risk management expertise; he was previously head of market and counterparty risk modeling at Banca Intesa Sanpaolo. He is the author of Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation, and contributing author to The FinTech Book.

De la contraportada

Innovation in financial technology has only begun to disrupt the wealth management industry, and is leading to a tectonic shift whereby investors and tech-savvy financial advisors can become the new price-makers in the global democratization of banking. FinTech Innovation delves deep beyond simply describing the disruption examining, in detail, the underlying processes to illuminate exactly what is happening and why it's happening so that you can engage with and thrive in the new marketplace.

Through a behind-the-scenes look at Robo- Advisors and their part in the turnkey, low-cost personalization of Goal Based Investing, this cutting-edge guide opens a tangible path for using technology to gain a competitive advantage, establish your value as a human advisor and "rewire" investors' minds to positively engage with investing.

If you want to implement efficient, personalized investing, you want FinTech Innovation at your side.

This authoritative guide from a global expert on quantitative financial analysis and digital technology pulls back the curtain to reveal:

• What Robo-Advisors are today and how they will evolve
• How human financial advisors can optimize their businesses in response to regulations, customer demand and technology
• What gamification has to do with investing, and why it can produce better investors
• Where you need to rethink what you know about investing and let technology do the work.

De la solapa interior

Innovation in financial technology has only begun to disrupt the wealth management industry, and is leading to a tectonic shift whereby investors and tech-savvy financial advisors can become the new price-makers in the global democratization of banking. FinTech Innovation delves deep beyond simply describing the disruption examining, in detail, the underlying processes to illuminate exactly what is happening and why it's happening so that you can engage with and thrive in the new marketplace.

Through a behind-the-scenes look at Robo- Advisors and their part in the turnkey, low-cost personalization of Goal Based Investing, this cutting-edge guide opens a tangible path for using technology to gain a competitive advantage, establish your value as a human advisor and "rewire" investors' minds to positively engage with investing.

If you want to implement efficient, personalized investing, you want FinTech Innovation at your side.

This authoritative guide from a global expert on quantitative financial analysis and digital technology pulls back the curtain to reveal:

• What Robo-Advisors are today and how they will evolve
• How human financial advisors can optimize their businesses in response to regulations, customer demand and technology
• What gamification has to do with investing, and why it can produce better investors
• Where you need to rethink what you know about investing and let technology do the work.