Customers want ever more digital solutions, yet they still value interaction. Clients have too much sleeping cash that they are afraid to invest because they believe investing is too complicated and scary.
By allowing clients to invest virtually before investing their hard-earned money, investors become familiar with the solution thus reducing the mental barrier that exists to go from saving to investing.
See how we can help you accompany your clients in evolving from savers to investors.
Traditional investment advisory suffers from low conversion rates. First generation robo-advisors are too simple and do not allow serving customers with more specific needs or requirements. Second generation roboadvisors take the best of both world: manage your clients’ highly personalized portfolio at a low cost thanks to high automation.
See how we can help you improve your client connection and reach out to new market segments.
Robo-advisors allow providing affordable investment advisory services to smaller investors by using computer algorithms and advanced software to manage investment portfolios at a lower cost than through traditional investment advisory methods.
Robo-advisors are particularly suitable for investors who are looking to put their portfolio on autopilot.
Allow your clients to modify the recommendation. Clients might want to invest more, less or not at all in an instrument that was recommended. They might also want to pick specific instruments they want to include in their portfolio. Birdee, our white label robo-advisor, allows end-users to modify the recommendation to better suit their needs and market beliefs.
Advanced investors might have specific expectations about their portfolio in terms of the types of instruments that are included, or the types of markets covered by the instruments in their portfolios. Second generation robo-advisors provide a customer journey that allows gathering this information and using it to create a highly personalized optimal portfolio for each client. Reduced operational cost is guaranteed thanks to a high degree of automation to create and maintain these portfolios over time.
We deliver technology based on proven algorithms, regulatory compliance and a beautiful UX.
On top of solid technology, we have a profound experience in portfolio management, project management and business strategy.www.gambit-finance.com