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  5. TOGGLE: Human-Machine Investing: Cutting Through the Noise

TOGGLE: Human-Machine Investing: Cutting Through the Noise

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2020/10/19
Ashley Longabaugh

Abstract

The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client base; increasing competition among firms; heightened regulatory scrutiny; cost and operational pressures (particularly due to the COVID-19 pandemic); political and market volatility; and emerging technology.

The application of new, digital tools across wealth managers’ and brokerages’ entire platforms has transformed the industry. One example of this change has been the democratization and scalability of wealth management and investing. Technology has helped bring a service otherwise reserved for the Institutional and/or HNWI investor to the MA/retail investor. In an increasingly crowded marketplace, firms must identify their competitive edge to deliver a superior client experience—the true differentiator in today’s largely commoditized world.

Celent views “big data analytics” as one of the transformational pillars of the “Fourth Industrial Revolution.” Thus, one of the most critical distinguishing points for brokerage firms is their ability to harness big data and unleash its immense power to reconstruct the client experience by putting the client/investor in control of their financial decisions. Investors are bombarded by information from many sources. With the enormous volume of available data, the opportunity to create a high-quality, long-term client experience has never been more clear; nor has the risk of getting lost in a sea of data points. One of the biggest challenges that brokerage platforms face today is remaining competitive in a crowded marketplace while providing guardrails for their clients.

Celent believes that TOGGLE provides a solution to that challenge by giving both institutional and retail investors the facts they need to make informed investment decisions in real time.

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