Retail banking customers do not receive the same options or the same quality of advice as private banking customers. Often, banks are inclined to push their retail customers towards a fund mandate to keep the cost as low as possible for the individual. This is also one reason why customers choose not to invest their savings.
With the ti&m robo-advisor, customers have the ability to create highly personalized portfolios tailored to their needs, only contacting the consultant when they have specific questions. The costs and man-hours associated with managing the portfolios are greatly reduced because the processes are automated and rule-based
Our robo-advisor – as flexible as your customers’ investment needs.
Robo-advice provides you with a cost-effective way to support new and existing customers with investment solutions. Perfectly integrated in the traditional advice process.
Robo advisor with the ti&m channel suite
Give us a call or send us an email – Pascal Wyss will be happy to advise you.