Robo-Advisor Onboarding Experience Client Reviews

What is Robo-Advisor Onboarding Experience Client Reviews?

From an industry that launched in 2012, reported estimates forecast robo-advisors will attract between two and five trillion dollars in assets under management in the US by 2020. How can firms in the traditional and digital advice spaces effectively position themselves to capitalize on this fast moving opportunity?

DALBAR compared the onboarding experience amongst robo-advisors in Canada (and a few in the US) from the unique vantage point of the client. A mystery shop approach was employed to compare the onboarding experience, a critical first point of contact between a firm and its new clients.

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