Lead your customers on a digital journey to find their investment match with ROBOAdvice
Whether it’s an unwillingness to pay for investment advice or the mindset that they don’t have enough money to warrant it, there is a big opportunity for advisers to help the mass population to convert savings, that earn very little interest, into investments. Our tailored ROBOAdvice automated advice solution provides a self-guided advice option for low touch interaction with customers.
ROBOAdvice provides personalised investment recommendations using technology to automate the investment advice tasks a Financial Adviser would normally do. It also allows advisers to intervene if needed.
ROBOAdvice Features
ROBOAdvice includes three features – a front-end customer discovery and investor profiling tool, customer portal platform and back-end adviser portal platform.
Built with a custom flow and branding to suit your business, ROBOAdvice first leads customers through an online discovery process. It then determines clients goals and timeframes, assesses their risk appetite and investment preferences before finding their best investment match.
With the client portal add-on, advisers can let existing customers view their portfolios and monitor their investment performance. Advisers can also message clients one to one or on-mass.
In the adviser portal, advisers can monitor the progress of investors and intervene when in person advice is needed. The advice customers receive along with everything they do, is recorded in a record of advice document.
“We were looking for ways to expand our client base and entice new investors. The perception is that financial advice is expensive but with the Robo Adviser solution everyone can afford it.”