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.
- 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?
For more information and to order your firm’s copy of the study, please contact Grace Lei, Relationship Manager, at 646-929-5148 or firstname.lastname@example.org .