Consultancy.uk – How Robo-Advisory can be applied to the World of Investment Advice
The market for investment advice is changing rapidly, with robo-advice touted as one of the most disruptive forces to impact the industry. Daniel Meere reflects on how robo-advisory can be applied to the complex world of investment services.
Daniel Meere is the UK Managing Director at Axis Corporate. Daniel leads business development and delivery, with solutions for clients across the Financial Services sector to meet regulatory, profitability and client objectives. Setting the strategy for the UK business, and contributing to global strategic growth themes.
Axis works with financial institutions to help to deliver their regulatory, transformation and innovation agenda. We have helped clients to prepare for regulatory compliance, transform their business and operating models, and deliver new products and services to market. This often starts with a fundamental review of the regulatory reporting environment, operation and obligations to confirm what to do now, what to do later, and critically what not to do at all.