Evolution of next-gen Robo Financial advisor for Investment Management

Transforming investment management with AI

Like other industries, the fintech and wealth tech sectors have not been immune to the effects of the global pandemic. The virus has changed its short and long-term outlooks for the financial sector; while investment in the fintech space has been muted in the first few months of the year, the pandemic will definitely increase the engagement with Robo-advisory services over the long-term. Are your ready to augment Robo Financial advisor for an immersive customer experience?

Read this compelling story which will give you an insight on how Hexaware assisted one of the world’s largest investment management firm augment its Robo Financial Advisor for an immersive customer experience for its non-tech savvy and debuting investors.

The primary benefits from Hexaware's newly designed Robo Financial Advisory App are-

  • User-friendly UI for enhanced customer experience
  • A single view for user’s investment with simulations of financial goals
  • Enabling quick customer on-boarding
  • Providing user with decision support at all stages of investment journey