Vendors
日本語
search
  2. //
  3. Reports & insights
  4. //
  5. Robo in a Box: The UK Adviser and the Future of B2B Robo Advice

Robo in a Box: The UK Adviser and the Future of B2B Robo Advice

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
16 April 2017
William Trout

Abstract

B2B robo advice platforms, particularly “robo in a box” solutions, are reshaping the way investments advice can be delivered in the UK.

Celent has released a new report titled Robo in a Box: The UK Adviser and the Future of B2B Robo Advice. The report was written by Will Trout, a Senior Analyst with Celent’s Wealth Management practice.

B2B robo advice platforms, particularly “robo in a box” solutions driven by application programming interfaces (APIs), are reshaping the way investments advice is delivered in the UK.

While the direct-to-consumer (D2C) robo advice market in the UK is crowded, UK advisers are just starting to embrace a business-to-business or “hybrid” approach to delivery. B2B robo advice is a way to serve younger clients as well as those who may never come into much money at all. Although the task of integrating data across large organizations should not be underestimated, getting institutions comfortable with storing client data outside firm walls remains the real challenge.

“Not every adviser seeks to grow their business, but UK advisers whose ambitions extend beyond the golf course are looking to B2B robo advice as a way to capture future generations of clients,” commented Trout.

“While D2C robos take a hard-coded approach to advice delivery, the light architectural footprint (‘Code it on the fly’) of the B2B model represents the best way of helping providers respond to shifting client demands and market conditions," he added.

Client Access