Cheryl Nash, president of Investment Services at Fiserv, discusses the new partnership with Marstone, a New York-based digital advisory firm, to provide digital investment advice solutions.
Fiserv has partnered with digital advisory firm Marstone to offer the Powered by MarstoneTM suite of digital investment advice solutions via the Wealth Management Network fromFiserv. The partnership allows Fiserv clients to integrate digital advice technology, delivering a flexible, scalable solution that can seamlessly integrate to the Unified Wealth Platform (UWP) from Fiserv.
The value of enabling wealth management firms to offer a digital advice or robo platform will improve and enhance the relationship investors have with both the advisor and the firm. It allows firms and advisors to respond to the change in how investors communicate with financial advisors. According to the recent Fiserv “Expectations and Experiences: Borrowing and Wealth Management” survey, 49 percent of consumers are interested in receiving financial advice from a robo-advisor. Cheryl Nash, president of Investment Services at Fiserv, spoke with FTF News about this and other benefits of digital advice technology.Download