BankTech

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

MEDICIGlobal Head of Content

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.

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

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

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Elena Mesropyan

MEDICIGlobal Head of Content

Global Head of Content, MEDICI

Elena is a research professional with a background in social sciences and extensive experience in consumer behavior studies and marketing analytics. She is passionate about technologies enabling financial inclusion for underprivileged and vulnerable groups of the population around the world.