Going Beyond Table Stakes: Expectations vs. Reality

How does your digital experience stack up to modern client expectations?

For today’s investors, a client portal or mobile app isn’t enough. Clients want their investment experience to mimic the ultra-personalized and effortlessly autonomous way they make purchases, stream entertainment and interact with their peers.

Digital now—all-in-one tech stacks, “best-in-class” solutions and traditional TAMPs—is table stakes. The digital next experience includes:

  1. Seamless digital onboarding
  2. Account opening and funding in a fraction of the time
  3. Access to a full investment universe from an intuitive investor platform

Find out how to deliver a digital experience that actually sets your firm apart. Download Going Beyond Table Stakes: Expectations vs. Reality now.

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John Guthery, CFA <br> Chief Investment Officer
John Guthery, CFA
Chief Investment Officer

John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.

John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.

jguthery@fusioniq.io | Connect on LinkedIn

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