WealthTech Talks: Buy versus Build – What Now for Wealth Management?

Presented by

Stephen Wall, Founder, The Wealth Mosaic

About this talk

The topic of whether to buy versus build technology has been a longstanding debate in financial services and, for much of that time, the debate made a lot of sense. Historically, for a variety of reasons, building your own technology made a lot of sense. However, in modern times, when the technology marketplace has developed so much and with more and more skilled and specialist third-party solution providers now focused on the wealth management sector, what is the status of the market? Has the ‘buy’ side of the debate won and completely taken over, or does the ‘build’ side still have a foothold in the discussion? In this live webinar, we will host an engaging discussion on where the wealth management market is now on the buy versus build debate, what the backdrop to that discussion is now from the perspective of the buyer (or the builder!), the wealth management firms, and the solution provider on the sales side. Is buy versus build still a debate to be had, if so, why and for what reasons? Does buy still have things to prove to the market? In buying, is a wealth management firm accessing efficiencies, cost savings, skills and the latest (and always updated) technology or is the decision more complicated? In building, can a wealth management business better maintain what is unique to them, better control their destiny and stay competitive? We’ll consider the backdrop, the drivers of this discussion, the dynamics within the wealth management and technology markets, and the behaviors that shape this debate.

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