Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice

This report by Corporate Insight reviews the innovative approaches firms like SigFig, Betterment, Wealthfront and others are taking to meet their goal of successfully serving clients online at a lower cost than that of established financial institutions. They also provide some analysis of the challenges companies face when delivering advice online without a human intermediary and they provide some recommendations for addressing these issues.