Cerulli Associates

Complementing the Human Touch

Date:

MiFID II y los bancos: “La mano que mece la cuna”
Foto: historias visuales, Flickr, Creative Commons. MiFID II y los bancos: “La mano que mece la cuna”

Author: Alicia Miguel

  1. Technology presents data about what investors want, but a personal interface is needed to close the sale
  2. "Virtually all stakeholders, from advisory practices to asset managers to custodians and other service providers, feel the threat of disruption through disintermediation"
  3. Cerulli believes that while technology innovations will transform how services are delivered, there will be an ongoing, and potentially increasing, demand for personalized advice delivered by humans