The Foundation solution provides the best possible basis for a automated (robo) advice offering.
Leading-edge, robust and fully customisable, it allows users to create personalised suitability reports.
Valuable management information (MI) is also fed back in the process, helping with compliance modelling and the constant improvement of the consumer experience.
With 20 years’ experience in the UK financial services sector, we can use our expertise to tailor your Robo Advice offering and maximise consumer engagement.
Taking our Foundation solution as a starting point, we can work with you to enhance the following key areas:
• Risk suitability assessment
• UI design
• Advice process
• Behavioural finance and gamification
• User testing
• Investment risk profiling