Steve Corman | Source | Senior Manager, Wealth Management Business Strategy at Deloitte
Steve Corman
Steve is a member of Deloitte's Wealth Management practice Leadership Committee. He advises wealth managers and industry service providers (private banks, trust companies, broker-dealers, RIAs, custodians, and fintechs) on strategies for growth, differentiation, and operating model transformation. His recent work has focused on enterprise profitability, market entry, business segmentation, client segmentation, offering design, and financial advisor technology. Prior to joining Deloitte, Steve was Director of Strategy at a large U.S. regional bank.
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Robo advice is here to stay, but it's no longer a viable standalone business model or a competitive differentiator for wealth management firms. It's simply a table-stakes capability for portfolio management. Every major firm in the industry currently has their own version of an automated investing platform.
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The digital wealth manager of today
A perspective on the current state of end-to-end digital transformation of wealth management businesses and platforms and the path ahead
Whitepaper
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Deloitte
Senior Manager, Wealth Management Business Strategy