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Robo advice experience should be consistent with Client Access
but
score: 2
Robo advice requires an automated on boarding process
because
score: 1
there is no human intervention involved in digital advice. client needs to be able to complete the advice, open an account and monitor the progress with virtual guide.
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however
score: 2
advice businesses may opt to provide Robo advice.
because
score: 1
it is complimentary to the existing advice service offering.
0 branch
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however
score: 1
direct to consumer option means the client needs to be digitally triaged by the application.
because
score: 1
a client may transition from virtual advised client, to scaled advice client, to holistic/lifestyle planning client - therefore the experience should be consistent.
however
score: 1
robo advice is about providing advice; client access may simply be a document system and/or electronic fact find only.
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because
score: 0
It's all about digital advice whether it is before, during or post advice being given.
but
score: 1
advice can be single issue (scaled) or multiple issues (holistic), or value based.
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4 branch
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Neutral support and objection rate.
last update:
eeemmmiii
(4 years, 1 month ago)
eeemmmiii
