Marketing Info

Behavioral finance is the future of fintech

sponsored by

OAT logo.png

As our industry changes, financial advisors are called upon to act as behavioral trainers, guiding more than just their portfolios of clients.

In this white paper, we’ll look at the evolution of wealth management and answer a number of important questions about how to create value for clients, including:

  • What is behavioral finance?
  • What are the three biggest drivers of customer behavior?
  • How can technology help you influence better investment decisions?

Download the white paper to learn more.

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button