Actionable Insights From APT's Financial Services Practice
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Evolution of the financial advisor: balancing autonomy and standardization

July 23rd, 2015 | Posted by Monica Wojciechowski in Financial Services - (Comments Off on Evolution of the financial advisor: balancing autonomy and standardization)

From front-end products such as online banking and mobile payments to back-end operations such as processing transactions, leading banks continue to seek centralized, automated solutions to maximize efficiency.

However, wealth management practices and operations remain significantly less centralized. There is still a lot of debate regarding the efficiencies that can be gained by streamlining financial advisor operations through corporate resources. (more…)