Back to Use Cases
Fintech
Goals-Based Planning for Robo-Advisors
Complexity
Medium
Timeline
12-16 weeks
Outcomes
4+
Challenge
Robo-advisory platforms lacking goals-based planning integration with CRM for personalized investment recommendations.
Solution
FSC Financial Goal objects integrated with robo-advisory investment engine via MuleSoft for goals-informed algorithm inputs.
Key Outcomes
- Increased AUM
- Higher client retention
- Goals-based investment approach
- Personalized recommendations
Tags
robo-advisorfintechgoalsinvestmentsautomation
Implementation Timeline
12-16 weeks
Medium Complexity