Knowledgent Releases Roboadvice Infographic Series to Educate Wealth Management Firms

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Knowledgent, the data and analytics firm, announced today the release of their new series of infographics on Roboadvice. There is a ton of buzz in the Wealth Management industry around this new technology, and a huge opportunity for companies to gain new market share.

Knowledgent, the data and analytics firm, announced today the release of their new series of infographics on Roboadvice. There is a ton of buzz in the Wealth Management industry around this new technology, and a huge opportunity for companies to gain new market share.

“Roboadvice provides a strategic differentiator for Wealth Management firms to acquire new and younger customers”, said Julio Gomez, Strategy Partner at Knowledgent. “Customers that may not have invested in the past due to lower available funds and the higher fees associated with traditional advisor models.”

The four part series details: 1) the current Roboadvice landscape, 2) a demographic survey conducted by Columbia Business School Small Business Consulting Program, 3) how Roboadvice platforms work, and 4) the future of the trend.
The first infographic is available now. Knowledgent will release the rest of the series over the next 3 weeks, with a new infographic every Wednesday, starting March 2nd.

About Knowledgent
Knowledgent is an industry information consultancy that helps organizations transform their information into business results through data and analytics innovation. Our expertise seamlessly integrates industry experience, data analyst and scientist capabilities, and data architecture and engineering skills to uncover actionable insights. We have not only the technical knowledge to deliver game-changing solutions at all phases of development, but also the business acumen to evolve data initiatives from ideation to operationalization, ensuring that organizations realize the full value of their information. For more information, visit knowledgent.com.

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