It is nearly impossible in this industry to find a single system that can run your business from end to end. Robo Advisor™ can drive digital transformation of business functions such as omni-channel marketing and advertising, forward facing visibility, customer engagement, advice, acquisition, as well as ongoing sales and retention.
Our tools improve the value of the financial advisor by proposing optimal combinations of insurance, investments, wealth, and personal financial management. Rather than focus on individual product sales, we can leverage our vast ecosystem to curate products based upon the customers' needs. This is a transformation away from the product itself, to the personalized experience that delivers it.
Customer financial, insurance and investing needs shift along with personal life events and lifestyle changes. Using enterprise-wide data science, analytical modeling, and integrated machine learning, we can enable hyper-personalization techniques, optimize product sets, while recommending new bundles and packages that follow industry best practices.
Reach out and learn more about the innovative ways we are re-defining what it means to be the future financial advisor right now.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 255 Primera Boulevard,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://roboadvisor.com
- Keywords
- Robo Advisor, FinTech, InsurTech, Asset Management, Investment Advisor, Retirement, Digital Insurance, Digital Advisor, Digital Annuities, Annuities, Insurance, Personal Financial Managment, Account Aggregation, Free Investing, Free Asset Management, Investment Management, Digital Financial Advisor, Online Financial Advisor, Rollover Advisor, Benefits, WealthTech.
- HQ
- Lake Mary, FL
Robo Advisor™ Questions
Robo Advisor™'s website is https://roboadvisor.com
Robo Advisor™'s LinkedIn profile is https://www.linkedin.com/company/robo-advisor-tm
Robo Advisor™ has
2 employees.
View email and phone details for 2
employees at Robo Advisor™.
Robo Advisor™'s industry is
Financial Services
Robo Advisor™'s top competitors are
Trade Simply,
Trdr - Automated Investment Platform,
Saemor Capital,
Imechie,
Equentis,
Wealthfront,
Right, Robo-Advisor,
Seer Secrets,
Kred (Techstars '19),
Keytrust Capital.
Robo Advisor™'s categories are Financial Services
Robo Advisor™'s founding year is 2010
