Financial advisors process: the role of digitization and Fintech

Federica Sist, Claudio Giannotti and Massimo Caratelli
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Claudio Giannotti: Lumsa
Massimo Caratelli: Università Roma Tre

BANCARIA, 2017, vol. 11, 72-79

Abstract: Financial intermediaries are applying technological innovations to Financial advice, also pushed by Fintech companies’ competition. Technologies should be implemented in the financial advisory process considering: the business model and the level of digitization already achieved; technologies related to financial advice, such as the blockchain, big data analytics, social networks; variables that can contribute to reinforce trust, communication and transparency

JEL-codes: E21 G01 G20 (search for similar items in EconPapers)
Date: 2017
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Persistent link: https://EconPapers.repec.org/RePEc:ban:bancar:v:11:y:2017:m:november:p:72-79

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