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Study Preview: Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice PDF Print E-mail
Written by Grant Easterbrook   
Tuesday, 22 July 2014 11:34
Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice is our forthcoming study on investing and personal finance-related fintech startups. The study will examine the strategies and best practices for new client onboarding and delivering online advice with little or no human touch.
 

 
This study begins with a detailed review of the new client experience at 12 startups, examining the innovative approaches these firms are taking to meet their goal of successfully serving clients online at a lower cost than that of established financial institutions. The second half of the study offers our analysis of the challenges that companies face when delivering advice online without a human intermediary and provides recommendations for addressing these issues.
 
Five Examples of Strategy Questions the Study Addresses:
  1. How can a firm onboard new clients without a human financial advisor?
  2. Should firms use flat fee or assets under management pricing?
  3. Is offering aggregation of outside investment accounts necessary?
  4. How can firms create an online investor questionnaire that serves both unsophisticated and engaged clients?
  5. Should a firm’s recommended portfolio use active or passive management?

Contact Us
For more information and to order your firm's copy of the study, please contact Grace Lei, Relationship Manager, at 646-929-5148 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .