Robo Advice

investment solutions

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

The advice process relies on full omnichannel capability. It can be initiated by the advisor and then closed online, or it can be completed entirely in the self-service area – it makes no difference. The retail banking solution relies on simple, clear explanations and on customers’ own knowledge. A rule-based mandate is perfectly suited to retail customers with high security requirements.
Pascal Wyss
Any questions? Get in touch with our experts.

Give us a call or send us an email – Pascal Wyss will be happy to advise you.