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Robo Advisor Strategies: Easier Than You Think

Learn how to implement a robo advisor strategy that serves members and cultivates relationships for years to come.

By Peter Jacobstein | Updated on March 31, 2017

Credit unions are waking up to the reality of robo advisors. They know that they cannot afford to ignore this digital asset management trend. Yet, many are concerned and feel isolated with how to build and launch a digital advice offering with constrained IT resources and budgets.

This balancing act shouldn’t be a deterrent. In fact, it highlights the importance of getting the “build, buy or rent the technology” question right. For a credit union, it comes down to understanding two important aspects of implementing a robo advisor: The member relationship and technology options. Resolving these can be easy and should result in a robo advisor that serves members and cultivates relationships for years to come.

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