Product: Wealth & Investment Management Technology for the Self-Serve Investor, Financial Advisor, and Robo Advisor.
Company: Wells Fargo
My Role: Technology Analysis / Strategy
Target Customer: B2B, Retail
Overview: This project focused on technology component identification and evaluation, and competitive analysis. Representative component examples:
- Financial Planning (Pefin, eMoney, …)
- Financial Data providers (MorningStar, Xignite, …)
- Communication / CRM (Salesforce, Redtail, …)
- BI / Analytics (Envestnet Tamarac, Tableau, …)
- Financial Data Aggregation (Plaid, Akoya, …)
- White label Robo Advisors (Betterment, OptiFi, SigFig, …)
Outcome:
- Financial Advisor & Self-Serve Platform Technology – This analysis supports the ongoing multi-year “next generation” program to upgrade the existing platform used by the consumer and financial advisor.
- Robo Advisor Platform Technology – After competitive analysis and analyzing available robo advisor B2B2C platforms, the data informed the company to evolve the existing platform, PR here.
