How technology enhances investors’ trust

Trust, in some form, is at the centre of all financial transactions, and technology can enable and enhance that trust.

How do we know? Because 50 per cent of retail investors and 87 per cent of institutional investors say greater use of technology in financial services has increased trust in their adviser/manager. That’s among the key findings of “Enhancing Investors’ Trust: 2022 CFA Institute Investor Trust Study,” the fifth edition in the biennial series.

“Enhancing Investors’ Trust” zeroes in on the relationship between technology and trust in finance. It demonstrates that trust in financial services is both seen and unseen: It is the ever-present backbone of financial transactions and the outward interface through which those transactions are conducted.