Trends Report

Adoption Of Automated Investment Services Remains Low

To Tap Into The Potential Of Automated Investment Services, Digital Wealth Management Leaders Need To Overcome Barriers

September 8th, 2017
Zhi-Ying Barry, Senior Analyst
Zhi-Ying Barry Senior Analyst
With contributors:
Diane Deng , Benjamin Ensor , Michael Barnes , Davis Janowski , Anjali Lai , Bill Nagel

Summary

The launch of automated investment services by Bank of America, Capital One, China Merchants Bank, OCBC Bank, Ping An Bank, and Wells Fargo is piquing executives' interest. While we expect other wealth management firms to rush to offer similar services to retail investors, most will not succeed. Why? Despite the potential of these services, few investors understand or use them. This report shows digital wealth management leaders what they need to know about automated investment services and how to spark customers' interest in those services and increase their use.

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