Gartner Research

Integrate Financial Coaching to Create Real Value From Roboadvisor 2.0 Tools

Published: 01 March 2017

ID: G00315845

Analyst(s): Chuck Thomas


Wealth management CIOs must utilize digital technology more effectively to better integrate clients' financial coaching requirements with their investment management needs. CIOs can deploy institutional-class roboadvisor 2.0 tools to create a customer-centric, service-focused business model.

Table Of Contents


  • Introduction
  • Determine Where to Embed Roboadvisor 2.0 Financial Coaching Capabilities by Evaluating the Wealth Advisor's Workflow
  • Create a Single Source of Client Data by Deploying a Wealth Advisor Platform With a CRM Application at Its Core
  • Extend Client Access to Advisors by Deploying Multiple Channels That Include Self-Directed and Collaborative Capabilities

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