Build a Business, Not a Channel – Launching a Robo-Advisor Inside a Large Bank

Shane Williams, Co-founder of UBS SmartWealth, shares the experience of launching a robo-advisory service inside a large bank, covering choices between build or buy, in or outside the organization (setting a separate entity or not?), with the pros and cons of either choice.

"Launching a Robo-Advisor Inside a Large Bank" by Shane Williams, Co-founder of UBS SmartWealth

Williams also covers important elements of the process of setting up a business inside a business: the building blocks of UBS SmartWealth, the technological transformation that the bank goes through, and what his team was able to build having a clean sheet.

Source: Launching a Robo-Advisor Inside a Large Bank by Shane Williams, Co-founder of UBS SmartWealth

WATCH MORE VIDEOS


RELATED ARTICLES