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OPTIMIZE YOUR ROBO-ADVISOR WITH MPHASIS DIGITAL ADVICE 

Analyze, select, develop, integrate, and run a robo-advisor service with expert support from the Mphasis Digital Advice team

DIGITAL ADVICE

 

Mphasis Digital Advice is a new offering to the banking, capital markets, and insurance industries that provides insights into analyzing, selecting, developing, integrating, and running a robo-advisor service. Mphasis has worked on one of the largest robo-advisors to date, programming a part of this robo-advisor.

THE PERFECT TIME FOR ROBO-ADVISOR

 

Baby Boomers Are Retiring

The number of baby boomers offering financial advisement services is shrinking. They’re retiring from the workforce, but few new advisors are waiting to take their place. The result is a dwindling number of financial advisors. This makes it essential that technology fills in the gap. Simple questions and assistance with allocation estimates are something that machines can do easily, leaving time for busy advisors to work personally with clients on complex issues.

Baby Boomers Are Retiring

Millennials Prefer Self-Service Models

Those planning for their retirements now are millennials, or people born around 1985 to 2000 or so. These are the rising executives, the new corporate leaders.They’re both technology savvy and used to self-service models. These are the kids who grew up with ATM machines, online banking, and online shopping.

Millennials Prefer Self-Service Models

Robo-Advisors Save Time

Customers can choose from different allocation scenarios and explore investment options with a robo-advisor, seeking human advisors for questions only they can answer. Take a group of people who need financial services and are completely comfortable using technology and match them to the right technology. Let them choose different allocation scenarios and explore investment information easily with the right robo-advisor. If they require to get any of their questions answered personally, they’ll be ready with only the questions that require human intervention.

Robo-Advisors Save Time

WHAT WE DO

The Mphasis Digital Advice team can enable your customers find better and faster self-service, and better investment options with your robo-advisor. We know that you probably have your favorite robo- advisor, and we help to make your experience better.

Founded by technology leaders from the banking industry, we at Mphasis have worked with many of the world’s top banks to create, perfect, and enhance systems that run the world’s financial centers.