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Hybrid Digital Advice: Pathway To Personalization At Scale

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22 May 2019
William Trout

The hybrid digital advice platform offers wealth managers a means of breaking the trade-off between personalization and scale. Building the platform in-house offers large incumbents advantages from a brand and control standpoint.

Key research questions

  • Why are wealth managers embracing digital hybrid advice?
  • What are the advantages of building versus partnering for incumbents?
  • Why is tiering of pricing and advisory platforms critical to success?

Abstract

The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot” model has implications for the client proposition and for technology investment generally. What opportunities does the emergence of truly hybridized advice present for vendors and wealth management incumbents alike?

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