Financial Technology
Total Addressable Market Analysis for Financial Technology Solutions
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We can help you:
Understand how advisor and investor marketshare continues to change in an era of increased fiduciary awareness, enhanced technology adoption, and the expectation of falling margins. As you develop your solutions, identify the types of firms and service models most likely to be the winners of the future.
Develop a total addressable market analysis
Quantify how many practices embrace a range of technology solutions
Understand the attributes and perspectives of technology adopters vs. non-adopters
Assess the impact of technology on advisor practices
Evaluate what technology tools advisors are currently using
If Asset and Wealth Management Firms Are a Target
Cerulli is well positioned to help you advance your product and marketing strategy.
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Wealth Management
Subject Matter Experts
Bing Waldert
Managing Director, U.S. Research
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Bing Waldert
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.
Scott Smith
Senior Director
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Scott Smith
Senior Director
With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.
Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.
Full biography here.
Strategic Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.
You may also be interested in:
- Annual report
- The Cerulli Edge
