4 Ways Robo-Advisors Improve Client Onboarding

Post on June 16, 2017

A recent report by Corporate Insight examined the client onboarding process at several leading digital advice platforms. Incumbent firms are driving growth of assets on digital platforms, according to Corporate Insight, but startups have an edge on client acquisition. “When you see some of the best customer onboarding and acquisition techniques, they’re coming from the startups,” Sean McDermott, project manager on the consulting services team at Corporate Insight, said on a webinar discussing the findings. “These firms, at this point, have been iterating on their earliest products for years now. The incumbents are still new to this.”

Click here to read the full article...