Client Needs & Objectives
The client needed our help in to define, develop and deploy an automated investment advisory service, called Robo Advisor.
The objectives were as follows:
- Acquire new customers, repatriate current customer exposures and reconnect with current customers
- Increase revenues via management fees
- Meet customer expectations for those who wish to benefit from the client’s expertise in portfolio management while retaining control over their investment decisions
- Offer an innovative service
- Help to improve portfolio diversification
- Better manage client risk
Our approach
From defining the guidelines to deploying and monitoring production:
- Drafting the guidelines, including the definition of the model and the target organisation
- Designing the customer journey and UX/UI
- Overseeing the implementation using Agile Development Methodology
- Supervising the project’s change management, communication and marketing
- Defining the testing strategy and conducting the tests
- Tracking potential developments
