WealthTech : Managing Wealth through FinTech

A growing niche in the FinTech industry. A business oriented digital finance course.

4.25 (46 reviews)
Udemy
platform
English
language
E-Commerce
category
WealthTech : Managing Wealth through FinTech
1,300
students
1.5 hours
content
Aug 2023
last update
$19.99
regular price

What you will learn

Business Side of WealthTech and Wealth Management Technology Overview.

Technologies disrupting Personal Finance Management

Robo Advisory, FinTech

List of Companies Working in WealthTech Space and Use Cases

Why take this course?

Master Your Financial Future: Ride the Wave of WealthTech and Prosper!

In a world riddled with uncertainties, personal finance and wealth management have surged to the forefront of people's priorities. The age of traditional, face-to-face conversations and meetings is gradually fading into the past. The future belongs to DIY tools for investments, where individuals take control of their financial destinies. Financial advisors who fail to upskill themselves and embrace innovative technologies will face an uphill battle in retaining their positions. Welcome to our WealthTech course, your gateway to understanding the thriving world of wealth tech within the realms of FinTech, Financial Technology, and Digital Banking.

Wealth tech is the dynamic frontier of FinTech, and this course offers you a competitive edge in this emerging field. Here's what you can expect:

(Please take a moment to explore the introduction video and course overview before enrolling)

  • Explore the Depths of Wealth Management and WealthTech

  • Uncover the Vastness of the Industry and Its Current Trends

  • Dive into the Realm of Robo Advisory and Automated Investment Solutions

  • Embrace New-Age Technologies: Virtual Reality, Machine Learning, Robotic Process Automation, Optical Character Recognition

  • Discover Real-Life Use Cases and Success Stories

  • Explore the Key Players in the WealthTech Landscape

  • Navigate the Lifecycle Stages of Human Life and the Role of WealthTech

  • Grasp the Growth Factors Propelling WealthTech Forward

  • Unearth Strategies for Traditional Companies to Stay Competitive

  • Tackle the Challenges and Seize Opportunities in Digital Finance

This course is your passport to unlocking the secrets of the WealthTech industry and positioning yourself as a leader in this transformative field of FinTech.

We eagerly anticipate meeting you in the course. It's time to embark on a journey that will empower you to take control of your financial future.

Happy Learning!

With Best Regards,

The Global FinTech Academy

"Our unwavering commitment is to provide our students and clients with top-tier training, marked by quality and excellence, consistently earning us 5-star ratings."

Content

Course Content and Overview

Course Content and Overview

WealthTech Overview and Market Size

WealthTech Overview and Market Size

WealthTech Tools and Technologies

WealthTech Tools and Technologies
Robo Advisory in WealthTech
A Video on Robo Advisory

WealthTech Use Cases

WealthTech Use Cases Part 1
WealthTech Opportunities and Use Cases Part 2
Live example from a Hackathon

Lifecycle Stages and Priorities

Lifecycle Stages and Priorities

WealthTech Growth Drivers and Strategies

WealthTech Growth Drivers
Three Strategies for Traditional Companies

WealthTech Ecosystem

WealthTech as a Platform
WealthTech companies and funding

Challenges in the adoption of WealthTech

Challenges in the adoption of WealthTech

QUIZ

QUIZ

Screenshots

WealthTech : Managing Wealth through FinTech - Screenshot_01WealthTech : Managing Wealth through FinTech - Screenshot_02WealthTech : Managing Wealth through FinTech - Screenshot_03WealthTech : Managing Wealth through FinTech - Screenshot_04

Reviews

Neela
November 29, 2020
Very basic in nature and most of the contect is on wealth management not particularly on wealthtech. Content on Wealthtech was very limited and repetitive.

Coupons

DateDiscountStatus
10/14/2020100% OFF
expired

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Related Topics

3548952
udemy ID
10/5/2020
course created date
10/14/2020
course indexed date
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