- Case study
Wanting to move away from being a purely traditional bank to an integrated financial services organisation, FNB explored the roll-out of robo financial advice.
Robo-advisors are a class of financial advisors that provide online investment advice with moderate to minimal human intervention.
FNB reached out to Entelect to build the front-end of the platform, and assisted with the integration into back-end applications.
The platform follows FNB’s advice philosophy when providing unit trust projections. Robo-advisors engage with customers on how it expects funds to perform and predict whether customers would reach their investment goals or not. Thereafter, the platform allows for client onboarding onto the unit trust platform.