An Overview Of Technology Challenges Facing Wealth Sector (

The successful adoption of new digital technologies will play a crucial role in responding to change and driving growth, but wealth managers need to tread carefully: successful transformation will depend on avoiding common technology missteps.

Wealth Management Tech Traps

  • Trap 1: Thinking there is a “silver bullet”
  • Trap 2: Getting caught up in hype at the expense of strategy
  • Trap 3: Building on shaky data foundations
  • Trap 4: Forgetting to invest in people

What do you think?

Posted by Christophe Langlois

Based in London for almost a decade, Christophe is an entertaining fintech marketing keynote speaker and a trusted advisor to the global financial services industry on the topics of digital marketing, innovation and B2B social media.

Christophe has contributed to over 140 events in 18 countries.

Currently, Christophe is advising a number of fintech startups on marketing and growth hacking and he is the Chief Marketing Officer of The Fintech Power 50, an exclusive annual programme helping fintech scale-ups to accelerate their growth globally.

Christophe's views on are his own.

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