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#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

WealthTech Today

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Boosting Throughput Through Data Sciences and Consumer Insights

We look at all of the programs that we operate have got digital funnels. And so it's a lot of what we do, you know, in our data sciences and consumer insights organization is to focus on optimizing all of the experiences for both delivering quality investment advice but also doing it in a way that maximizes client throughput. I mean, we used to have a two page funding process,. We basically rebuilt that process to go from two screens and two actions to one. This allowed us to tune some of those platforms to increase throughput and really add value. It gives us complete end to end control of a consumer digital wealth experience. And it allows us to a b test, all kinds of

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