Open up new channels to market and capture the emerging mass affluent through an intuitive digital advice process that enhances customer relationships and drives process efficiencies.
Digital advice is transforming the traditional financial advice model, and opening the doors for the next generation of investors to access expert financial and investment advice at a fraction of the cost.
Client information is collected during the digital onboarding stage, including investment needs, goals, and risk profiling. From simple through to highly complex advice processes, our solution is configured according to the complexity of your advice process.
Powerful algorithms, financial calculators and forecasting tools are used to process the data, providing clients with real time advice in a user friendly, digital format, with optional statement of advice documents available for download. Advice disclosures, earnings and information can be graphically displayed, educating investors through integrated buttons and chat functionality.
Digital workflows can be set up to periodically review the advice for relevancy. Changes in life events, market performance or financial circumstances can be digitally processed, providing advice that is relevant at each point throughout the investors life cycle.
Intelligent algorithms based on client's risk profiles and other data points help to deliver curated advice to each investor, while intuitive workflows keep investors engaged and educated throughout their journey.
Online, automated advice reduces costs and improves efficiencies, helping to open up new customer segments. Whether you choose to go hybrid or fully digital, digital advice processes helps to improve accessibility to a larger audience, and makes it more feasible to service them anytime, anywhere.
Download the robo-advice brochure below.