Top Digital Transformation Trends in Financial Services

  • People are finding “financial wellness platforms” that allow them to digitally budget, bank, pay and crowd-fund.
  • People are utilizing financial apps, such as Mint, Personal Capital, YNAB and Every Dollar.
  • People are investing in an expert financial advisor or fiduciary to manage their finances.

2. Blockchain Is Reinventing Finance

  • Investments
  • Real Estate
  • Anything of Value

3. FinTech Is Enabling Easier, More Fluid Transactions

4. Physical Currency Is Getting Closer to Extinction

5. Enhanced Security Is Top-of-Mind

How Can You Prepare Yourself for the Future of Finance?



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Senior Finance Advisor

Senior Finance Advisor

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