Asset / Wealth Management

Betterment is the largest Robo-Advisor in terms of number of investors (70,000), and is famous for providing its users with an enriched user experience

Betterment is a Robo-Advisor that targets people investing in order to achieve predefined goals (retirement, financing children studies, building a safety net, etc…). When a goal is considered unrealistic, Betterment make recommendations to modify it.

Investec Asset Management has partnered with brand consulting firms in order to enhance their digital image, improve the look-and-feel of the website and strengthen content online

Investec Asset Management is a young firm that is not hugely advanced in the domain of digital. Their expertise in digital remains low and thus they have focused on creating partnerships with external parties in order to construct their digital strategy and revamp their image on digital platforms.