Large fees and high touch approach of more traditional wealth managers does not align with the expectations of younger generations who prefer a more efficient and digital approach to managing finances.
Goals and Objectives
Robo-advisors provide all-in-one solution for investment management that relies on artificial intelligence to provide recommendations and investment allocations. This provides better customer experience and retention in the long term.
AI/ML; Identity and access management platform; Data visualization
Use Case Summary
Robo-advisor platforms give investors the opportunity to manage their finances in real time with low fees and leveraging advanced AI technologies to develop and implement portfolios.