White Papers

white paper

« Back to White Papers

The FinTech Advantage Is Real—Are You Ready?

By Fiserv | June 25, 2019


Technology has fundamentally changed the way advisors operate, from practice management to client interaction. Used correctly, technology can make an advisor’s life easier by shouldering administrative tasks and freeing up time for clients.

Yet finding and integrating the right technology can be challenging. This paper offers five tips for building a better tech strategy.

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to customerservice@investmentnews.com or, if you are a print subscriber, please call 1-877-812-1589.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.