2025 Ready: Align with Future Trends
In a recent article published by Forbes, Forrester shared their predictions for the
wealth management industry in 2025. Forrester anticipates that wealth management
organizations will increasingly adopt innovative digital approaches – such as AI
integration and tokenized assets – to attract younger investors.
Until recently, AI technology was not fully equipped for large-scale implementation in
the industry. However, as AI models have matured, they now provide advisors with
deeper insights by combining external and internal research to prepare materials for
investment recommendations. According to the article, wealth management firms
are beginning to see AI as a tool for optimizing advisor effectiveness.
Forrester also predicts a significant wealth transfer from baby boomers to their
children over the next 20 years. Wealth management firms must be prepared to offer
seamless digital experiences to retain these assets and “keep the money in the
house.”
Another key trend for 2025 is the rise of tokenized assets on blockchain. To stay
competitive, an increasing number of major banks are expected to prioritize
tokenization initiatives.
The Finmars platform aligns closely with these industry forecasts, offering a seamless
digital experience for monitoring portfolios across diverse asset classes, including
cryptocurrencies. Combining expertise in technology and investment, Finmars
ensures its users benefit from the latest innovations in the field.
Features such as a customizable all-in-one dashboard, live data integration from
various sources, a white-label model, and quick reporting make Finmars an efficient
user-friendly solution. Additionally, the AI model, currently under development, is
already demonstrating high accuracy in predicting the financial market state.
