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| | Get Your Digital Strategy Right—Or Get Left Behind | The centuries-old wealth management industry has never been more competitive than it is today.
Clients are demanding constant communication, better tools, and more convenient apps. New Fintech start-ups are forcing every type of firm to reevaluate their offerings and raise their game.
More competition for clients means greater pressure than ever before to provide performance that exceeds the market averages.
Moreover, the financial markets are unforgiving and unpredictable, confounding even the smartest advisors.
And as we move into 2019 and beyond, the prevalence of robo-advisors will only grow.
Which is why you need a firm understanding of how robo-advisors are affecting the financial space.
If you're involved in the financial services industry at any level, you simply must understand the paradigm shift caused by robo-advisors.
Investors frustrated by mediocre investment performance, high wealth manager fees and deceptive sales techniques are signing up for automated investment accounts at a record pace.
And the robo-advisor field is maturing right before our eyes. Firms are figuring out on the fly how to best attract, service, and upsell their customers. What lessons are they learning? Who's doing it best? What threats are traditional wealth managers facing? Where are the opportunities for exponential growth for firms with robo-advisor products or models?
So how do you tap into the growing robo-advisor market without wasting time and money?
You could invest thousands of dollars and hundreds of hours in doing your own research on what other firms are delivering, but you'd probably miss out on where the real innovation is happening, or draw the wrong conclusions from flashy features that just don't move the needle.
OR…you could get an up-to-the-minute analysis of the most important new digital strategies, methods and tactics... | | The Complete Robo-Advisor Research Collection | | The acknowledged leaders in the field of wealth management research, MyPrivateBanking, have bundled all their most important research on robo-advisors into a single collection.
With one simple step, you can acquire the most comprehensive robo-advisor research ever assembled. Only The Complete Robo-Advisor Research Collection gives you a 360-degree view of the issues each important group is dealing with in this new world:
- Investors: You'll learn what investors think about robo-advisors, what they want from them, and how much they're willing to pay for their services.
- Robo-Advisors: You'll discover best practices for acquiring and keeping clients, challenges that must be overcome and how the entire business model is evolving.
- Traditional Wealth Management Firms: You'll see how your peers are incorporating robo-advisor features and online tools into their businesses, how robo-advisors are changing their established practices and how traditional firms are partnering with robo-advisors.
| | | | No matter what type of wealth management your firm conducts, it can benefit from access to this valuable intelligence about how to build digital relationships with financial clients. | | The Solution For Every Financial Firm Struggling With Technology | You'll find this research collection is superior to any other research on robo-advisors:
- Depth of research—each element of the The Complete Robo-Advisor Research Collection has scores of insights, revelations and facts that add up to literally hundreds of ways for you to improve the effectiveness of your firm.
- Global scope—the researchers behind the reports examined the current digital efforts of dozens of robo-advisors, plus the capabilities of scores of digital vendors, consultants and fintech firms around the world.
- Expert analysis—the authors of these materials have decades of experience in the financial services industry and have spent hundreds of hours researching the intersection of the digital world and the financial world to give you insights you'd never come up with on your own.
- Honest evaluation—the authors not only praise companies that are getting digitalization right, they call out the firms that are falling behind.
- Tremendous value—order today and you save nearly 70% off ordering each component of the The Complete Robo-Advisor Research Collection separately
Here's what you get when you choose The Complete Robo-Advisor Research Collection: | | 1. Global Robo-Advisor Benchmarking—Mostly a One-Trick Pony | Global Robo-Advisor Benchmarking gives you a panoramic overview of how the robo-advisor landscape is diversifying, with some players focusing more on financial planning and others putting more effort into traditional wealth management.
This 169-page report covers 31 robo-advisors from 11 countries. Of the platforms covered in this benchmarking report, 25 of the 31 have launched during the past three years.
The report analyzes these robo-advisors based on different stages of the client journey, including client onboarding, financial planning, portfolio management, client coaching, client engagement, and retention.
Just a small sample of this report's discoveries include:
- The average robo-advisor still fails to provide an end-to-end digital platform
- Most robo-advisors are a digital one-trick pony
- How robo-advisor platforms fail to clearly identify their target markets
- The shockingly low percentage of robo-advisors that fail to provide a dedicated mobile app
- 4 major dangers of poorly-implemented digitalization that could sabotage your entire firm's future
- Why financial planning is not yet on the radar of many providers
- And much more
This report on its own is worth the price of the entire package, but you get so much more when you purchase the The Complete Robo-Advisor Research Collection. | | 2. How to Build The Best Robo-Advisor Platform—Solutions and Vendors for Automated Investment Services | This 83-page report demonstrates how financial institutions can make the most of B2B robo-advisors and which solution fits the best.
It also presents the globally leading B2B solutions that are there to assist wealth managers and private banks to leverage their B2C business.
Finally, the report details the five leading B2B robo-advisors and dives into what they're doing to earn their position.
Here are a few key findings from the report:
- Specialized and 'technology first' providers are noteworthy players in the B2B fintech space
- How and why a hybrid form of human vs. automated advice is gaining momentum
- Flat-rate and usage-based pricing structures are becoming increasingly common
- The different approaches vendors are taking to risk assessment
- Why flexibility, adaptability, and ease of integration are the lead characteristics of what makes a B2B robo-advisor competitive
- And much more
| | 3. Investors' Attitudes Towards Robo-Advisors – Evidence from Five Key Wealth Management Markets | The robo-advisor market is maturing and more new providers are flocking into the market each month. Established wealth managers are coming up with their own robo platforms, heating up competition and raising service standards.
Investors' Attitudes Towards Robo-Advisors surveyed 1,000 respondents from key private wealth markets in the U.S., U.K., France, Germany, and Switzerland for their opinions about automated investment platforms, the investment tasks for which they would consider getting support from a robo-advisor, the technical features a robo-advisor should provide, and much more.
This 40-page report explores:
- That there is already great openness towards robo-advisors, especially among the younger and high-net-worth segments
- Why robo-advisors can't keep up with expectations
- How investors from each individual nation surveyed feel about robo-advisors
- Why financial planning should be an integral part of robo advice
- Why investors think that financial knowledge should be an element of client assessment
- Why wealth managers can realize significant tangible benefits from digital account integration
- And much more
| | 4. Wealthy and Affluent Self-Directed Investors – How Wealth Managers Can Win Them Back | Self-directed wealthy investors are one of the biggest current threats to traditional wealth management firms. Not only is this client segment here to stay, their wealth continues to grow steadily. Further, the needs of this client segment are becoming more complex, akin to the needs and requirements of a more traditional high-net worth (HNW) clientele.
Using data from a recent MyPrivateBanking panel survey, this report profiles the current self-directed investor and provides key insights necessary for recruiting and retaining these clients back into a traditional advisory mandate. The report examines three specific profiles: demographic, motivational, and behavioral. In full, this 50-page report:
- Explains why the impact of self-directed investing on traditional wealth management models cannot be ignored
- Outlines four scenarios for the state of the self-directed market in 2018 and beyond
- Highlights why financial advisors need to give investors more control
- Explains the importance of developing and maintaining a cutting-edge online brokerage platform that enhances the client journey
- And much more
As valuable as all this data and analysis is, perhaps the most outstanding feature of The Complete Robo-Advisor Research Collection is this: | | You Can Save 70% Off the Price of Buying Each Element Separately | If purchased individually, the elements of The Complete Robo-Advisor Research Collection would cost $10,700:
| | Global Robo-Advisor Benchmarking - (Report plus Key Insights executive summary): $3,500
| | | | | How to Build The Best Robo-Advisor - (Report plus 4 bonus supplements, scorecards and appendices): $2,900
| | | | | Investors' Attitudes Toward Robo-Advisors - (Report plus Key Insights executive summary): $1,900
| | | | | Wealthy and Affluent Self-Directed Investors - (Report plus Key Insights executive summary): $2,400
| | | But through this special offer, you pay less than half that amount—just $3,495 for this valuable research.
You can gain access to exponentially raise your understanding of robo-advising and boost the efficiency of your firm with this collection. Get it now and save almost 70% by clicking the button below.
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