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Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced today its partnership with Qdeck to provide Keebeck's clients with highly personalized and seamless access to information and insights on potential investment strategies.
SEATTLE, WA – MARCH 6th, 2024 - Qdeck.ai, the fintech company that harnesses the power of generative AI and investment technology for registered investment advisors (RIAs), is proud to announce its strategic partnership with Alpha Vee, a leading provider of transparent and high-performing investment models.
The future of financial services is tech-enabled. While traditional banks remain active, they no longer monopolize the services consumers demand. Younger generations would be hard pressed to attend a meeting in real life, let alone go to a physical bank location or wine and dine with a financial advisor.
Traditionalists will say that robo-advisors are on the fringes of fintech. Deloitte predicted that by 2025, up to $7 trillion of global wealth will be managed by automated systems. While automation, digitalization, and AI are exciting for financial advisors who are now empowered to scale their businesses faster than ever by leveraging data-forward tools the importance of the human touch shouldn't be overlooked.
Customer experience and effective financial management are top concerns for advisors when considering adding new, advanced technology. How can a robo-advisor or AI be trusted to put the customer first, navigate complex situations, and provide the same level of customer experience that a seasoned advisor may provide?
Picture a world in which AI unlocks a sustainability revolution right in time for the massive upcoming wealth transfer. That's the world you're living in now. Millennials and Gen Z are sustainability-focused and future-forward. They are keen on leveraging data to make informed, impactful decisions.