Introducing the Digital Banking Hub's
ROBO-ADVISOR TRACKING
Are you making it easier to onboard the next generation of investors?
It is estimated that more than 10 million new investor accounts were opened in 2020, with digital-first, robo-advisor challengers acquiring over 30% of these new accounts.
Get behind-the-login of digital investment platforms
The Digital Banking Hub lets you access the digital onboarding and servicing capabilities of robo-advisor offerings:
20+
Providers tracked
Providers tracked
8
Core journey stages
Core journey stages
500+
Benchmarking metrics
Benchmarking metrics
See how it works with a no-obligation demo, at a time that’s convenient for you and your team:
Access competitive journeys from behind-the-login,
with the Digital Banking Hub
with the Digital Banking Hub
Drive your digital developments with access to best-in-class journeys from other investment providers
See how providers like E-Trade neatly outline their pricing structure using tiles, spacing, color and text sizing to make it visual and easily digestible.
Get best-in-class insights & recommendations,
delivered directly from our digital analysts
delivered directly from our digital analysts
Get our experts’ insight and recommendations on best-in-class onboarding & servicing journeys
Get recommendations on how to build your best-in-class, at every stage of your user journey, created and delivered directly from our team of digital analysts.
Examine every stage of the digital investor's user journey, from product discovery through to funding and servicing
PROBLEM
RECOGNITION
RECOGNITION
SETTING GOALS
& OBJECTIVES
& OBJECTIVES
APPLICATION
& FUNDING
& FUNDING
PRODUCT
SELECTION
SELECTION
PRODUCT
SELECTION
SELECTION
DECISION
MAKING
MAKING
FUNDING &
WITHDRAWALS
WITHDRAWALS
INVESTOR
COMMUNICATIONS
COMMUNICATIONS
WHAT OUR CUSTOMERS SAY
