Revolutionizing Financial Planning and Investment Decision-Making through Social Media Marketing Intelligence and Robo-Advisory Technologies
Year: 2025
Type: article
Abstract: The convergence of social media marketing intelligence and robo-advisory technologies represents a paradigmatic shift in financial planning and investment decision-making. This comprehensive review examines the transformative impact of these digital innovations on traditional financial advisory services, analyzing their integration, effectiveness, and implications for stakeholders. Through systematic analysis of recent literature, industry reports, and empirical studies, this review identifies key trends, challenges, and opportunities in digitally-enhanced financial planning. Findings suggest that while these technologies offer unprecedented opportunities for personalized, data-driven financial advice with improved risk-adjusted returns and enhanced client engagement, they also introduce new risks including data quality concerns, regulatory challenges, and operational complexities. The integration shows promise for democratizing sophisticated investment strategies and improving market efficiency, but requires careful implementation considering technical architecture, compliance requirements, and stakeholder needs. Future success depends on balancing technological innovation with human insight while maintaining focus on client best interests.
Authors: Agbexornu, Edith Kafui, Joseph, Adeola Oluwaseun, Ejimofor, Victoria, Warmate, Deborah, Rogers, Anuoluwapo, Mbonu, Martin
Language: English
Subfield: Management Information Systems
Domain: Social Sciences
Open Access status: hybrid
OpenAlex ID: W7087617437
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