AI in Financial Services Podcast cover image

Do Roboadvisors Need AI? - with Aki Ranin of Bambu

AI in Financial Services Podcast

CHAPTER

How to Measure Onboarding Success With Artificial Intelligence

I would suspect if you had a big enough spreadsheet of all the users and you could just kind of manually kind of determine the commonality factors upon which we would, you could maybe even build out an if then that would cut the mustard for a lot of what you're just saying. But to some degree, maybe AI would help there too in terms of making that be more nuanced and be able to kind of learn and grow over time or see if it is streamlining that onboarding process. There's a sort of rule of thumb for any kind of digital solution, app or website. Conversion increases anytime you can decrease the number of clicks.

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