4_hybrid-advisory

DIGITAL ADVISORY

Advisory Process at the Digital Frontier

Combining human interaction with digital capabilities, investors can start their investment experience online and request a human advisor for more complex decisions. After discovering their risk profile and investment attitude, customers can define goals, simulate investment scenarios, monitor progress and deal with their advisor through their preferred digital channel in a collaborative manner.

Business Capabilities

PORTFOLIO & GOAL BASED ADVISORY

Defining goals, simulating investment scenarios, investing in goals and periodic investment strategy re-alignment

CLIENT REPORTING

Overview of portfolio performance, risk, asset allocations, holdings, transaction details, etc

DIGITAL ADVISORY

Human governance blended with robo capabilities to mass-customize investment advice

Features

Discovering risk profile and investment attitude

Defining goals and simulating investment scenarios

Investing in goals and periodic investment strategy realignment

Aligning goals with wealth

Analytic reporting showing clients’ behavior and goals

Key Benefits

Addressing private clients who need human advisor’s help, digitally-minded customers looking for a self-investment experience and affluent segment with advisory at an affordable price

Increasing confidence in personalised strategies aligned with customer goals

Disintermediating and automating some steps of goal setting and financial planning processes

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