Acquiring and onboarding new clients is one of the major challenges facing online advice providers. With that in mind, our new study begins with a detailed review of the account opening and onboarding process at 12 startups. We will review 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 Transcending the Human Touch 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:
How can a firm onboard new clients without a human financial advisor?
Should firms use flat fee or assets under management pricing?
Is offering aggregation of outside investment accounts necessary?
How can firms create an online investor questionnaire that serves both unsophisticated and engaged clients?
Should a firm's recommended portfolio use active or passive management?
Complete the form to download your copy of Transcending the Human Touch: Oboarding and Product Strategy for Automated Investment Advice Study Preview! The full study will be released in August!
As an added bonus, you will also receive a complimentary copy of our Next-Generation Investing: Online Startups and the Future of Financial Advice Preview featuring eleven pages of excerpts!
For more information and to order your firm's copy of the study, please contact Grace Lei at 646-929-5148 or email@example.com.