Aroop Gupta

Visiting Research Fellow at the Christensen Institute from TCS

BANKING ON DISRUPTION: Wealth management in the machine age

Will new entrants digitally disrupt traditional wealth management firms?

Robo-advisory wealth management services are low cost, convenient and customizable to the goals of the individual customer. While new entrants have a competitive edge in using the robo-advisor’s business model, it remains to be seen whether they can digitally disrupt and snatch wealth management market share from the incumbent banks.