• Post category:StudyBullet-14
  • Reading time:5 mins read


A growing niche in the FinTech industry. A business oriented digital finance course.

What you will learn

Business Side of WealthTech and Wealth Management Technology Overview.

Technologies disrupting Personal Finance Management

Robo Advisory, FinTech

List of Companies Working in WealthTech Space and Use Cases

Description

Personal Finance and Wealth Management will rapidly gain importance due to increasing uncertainties in life and people becoming more aware of the investment tools. Face to face conversation and meetings will be a thing of the past and people will prefer DIY tools for investments. Financial advisors who will not upskill themselves and their gadgets will have a hard time retaining their jobs and positions. Enrol for this WealthTech course and understand what is wealth tech and why it is growing at such a speed within the realm of FinTech or Financial Technology and Digital Banking.

Wealth tech is the new emerging field in FinTech and if you go through the course, you will have upper hand over others in this emerging field of fintech.

In this Business-Oriented course, we will understand;

(Please see the introduction video and course overview, before enrolling)

What is Wealth Management and WealthTech, Industry size and trend, Robo Advisory, new-age technologies like Virtual Reality, Machine Learning, Robotic Process Automation, Optical Character Recognition, Use Cases, FinTech, Digital Banking, WealthΒ Tech companies, Lifecycle stage of human life, Growth Factor of WealthTech, Strategies for Traditional Companies, Challenges, Digital Finance.


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We look forward to meeting you in the course.

Happy Learning.

Thanks

Global Fintech Academy

“Our aim is to deliver good quality and 5 Star training to our students and clients”.

English
language

Content

Course Content and Overview

Course Content and Overview

WealthTech Overview and Market Size

WealthTech Overview and Market Size

WealthTech Tools and Technologies

WealthTech Tools and Technologies
Robo Advisory in WealthTech
A Video on Robo Advisory

WealthTech Use Cases

WealthTech Use Cases Part 1
WealthTech Opportunities and Use Cases Part 2
Live example from a Hackathon

Lifecycle Stages and Priorities

Lifecycle Stages and Priorities

WealthTech Growth Drivers and Strategies

WealthTech Growth Drivers
Three Strategies for Traditional Companies

WealthTech Ecosystem

WealthTech as a Platform
WealthTech companies and funding

Challenges in the adoption of WealthTech

Challenges in the adoption of WealthTech

QUIZ

QUIZ