Anonymous Company
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Next Challenge: How could grocery best leverage AI to create better guest (customer) engagement? |
We are embarking on a digital transformation to simplify, modernize and personalize investment advice. A new investment advice platform was recently launched to support this mandate. This new platform allows our customers to get advice in many different settings, including:
- Physical retail branches
- Contact centers (phone)
- Digital channels that can be accessed using personal devices
This optionality lets customers engage with the bank when they want & how they want. Personalization occurs within the platform's "goals module", where customers can create, maintain and track their progress across the financial goals that are meaningful to them. Customers are presented with a curated list of the financial solutions that best fits their needs, investor profile, and personal goals. As we launch this platform, we're interested in learning about your current preferences for receiving investment advice
From your current experience of receiving investment advice, what are some things you believe could be better?
Based on the description for our new investment advice platform, what capabilities or innovations are missing that you want included?
- If you know of existing products/services that capture the missing capabilities in your answer, please include links, screenshots, or marketing materials to show us what you mean!
- If you're including screenshots, please do NOT include any personal information
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Submissions will be graded on the following criteria:
- 1-10 Scale
will share $1,000
will share $400
will share $200
| $111.20 |
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Pablo Santos University of Liverpool | |
| $111.20 |
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Taponitya Samantaray University of Hyderabad | |
| $111.20 |
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Karen Miller West Virginia University | |
| $111.20 |
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Matthew Gaiser Queen's University | |
| $111.20 |
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Daniel Adeleke Lautech | |
| $111.20 |
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Milo St - | |
| $111.20 |
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Andy Martin University of South Florida | |
| $111.20 |
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Prathamesh Mayekar Symbiosis International University | |
| $111.20 |
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Vartika Parekh | |
| $30.80 |
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Arun Kiezpadathil Bond University | |
| $30.80 |
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Jamoy Williams | |
| $30.80 |
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Bonginkosi Mabaso | |
| $30.80 |
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Joshua Y. Ansong Düsseldorf | |
| $30.80 |
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Nirmal Suthar | |
| $30.80 |
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Author Tushar Sheth The Maharaja Sayajirao University of Vadodara, Gujarat | |
| $30.80 |
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Okpamen Obasogie Landmark University | |
| $30.80 |
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ERIKA FERNANDES Mumbai | |
| $30.80 |
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Kate Rushton Nottingham | |
| $30.80 |
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Jacqueline Duong University of California, Los Angeles | |
| $30.80 |
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Avijit Majumder Manipal University | |
| $30.80 |
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Washington Sam Entsie Yale University | |
| $30.80 |
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n r | |
| $9.10 |
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Lewis Kim University of California, Berkeley | |
| $9.10 |
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Aaron Jon Tetteh University of cape coast | |
| $9.10 |
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JOSHUA KILEGA Alabama Agricultural and Mechanical University | |
| $9.10 |
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Peterson Murithi | |
| $9.10 |
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Srishti Gupta Indian Institute of Management - Indore | |
| $9.10 |
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Martin Ivanov McMaster University | |
| $9.10 |
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Jessie Jahns | |
| $9.10 |
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Wayne Watkins | |
| $9.10 |
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Godwin Uwakwe Texas A & M University - Commerce | |
| $9.10 |
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Hayward Chan University of Toronto | |
| $9.10 |
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Gokul Krishna | |
| $9.10 |
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Anu Maria Anna University | |
| $9.10 |
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Uchegwuoagwu Omereji Rivers State University Of Science And Technology. | |
| $9.10 |
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K R Georgia Institute of Technology | |
| $9.10 |
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Dominic Mukuka University of KwaZulu-Natal | |
| $9.10 |
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Shakil Bhuiyan | |
| $9.10 |
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Melinda Lopez | |
| $9.10 |
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Francis Daniel Santia Harvard University | |
| $9.10 |
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Jahid khan heritage public school | |
| $9.10 |
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SHIRLEY OLIVEIRA GOMES Uniplan | |
| $9.10 |
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Thang Nguyen University of Vermont | |
| $9.10 |
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Umesh Khanna Jaipuria Collage Kolkata |