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Financial advisors process: the role of digitization and Fintech

Author

Listed:
  • Federica Sist

    (Lumsa)

  • Claudio Giannotti

    (Lumsa)

  • Massimo Caratelli

    (Università Roma Tre)

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

Suggested Citation

  • Federica Sist & Claudio Giannotti & Massimo Caratelli, 2017. "Financial advisors process: the role of digitization and Fintech," BANCARIA, Bancaria Editrice, vol. 11, pages 72-79, November.
    • Handle: RePEc:ban:bancar:v:11:y:2017:m:november:p:72-79
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    File URL: http://www.bancaria.it/en/financial-advisors-process-the-role-of-digitization-and-fintech
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    More about this item

    JEL classification:

    • G01 - Financial Economics - - General - - - Financial Crises
    • G20 - Financial Economics - - Financial Institutions and Services - - - General
    • E21 - Macroeconomics and Monetary Economics - - Consumption, Saving, Production, Employment, and Investment - - - Consumption; Saving; Wealth

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