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Bambu B2B Robo-Advisory

Overview

Bambu’s automated Robo-advisor platform allows you to offer your wealth management clients a stellar self-service experience

App Screens

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Watch & Learn

Company Profile of Bambu

Watch the corporate company profile of Bambu to learn more about their offering as well as their recognitions including being recognized by Alibaba Entrepreneurs Fund as a Top Fintech

Features

Turnkey Solution

A turnkey white label solution with a fully automated, self-service portal integrated into the Finacle backend

Features

Powered by Intelligence

Proprietary algorithms and A.I. to enable investment recommendations based on holistic financial planning

Features

Easy Online Administration

Your administration team has the full ability to monitor accounts and transactions on the platform.

Benefits

  • Take your wealth management business digital
  • Give your clients a user-friendly self-service way of investing
  • Capture valuable data about users’ goals for cross/upselling
  • Reach new segments at a lower cost with automation
  • Achieve a faster time-to-market as the solution is already integrated with Finacle
  • Increase AUM steadily through financial planning and monthly contributions.

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