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US, UK, Canada, Australia: What's the future of financial advice?
business customer satisfaction banking customer experience financial services customer engagement banking industry
top 50%
44 months ago
Small pic finadv

NOTE: This challenge is only open to solvers in the United States, Canada, United Kingdom, and Australia.

As a financial services corporation we provide our customers with advice on their financial needs. However, as technology advances, the way financial advice is best delivered changes too. While past generations may have relied on paper mail and annual in-person meetings with a financial advisor, technology has now made advising more flexible. 

We want your help dreaming up the future of financial advice. What will be the perfect way to receive financial advice, guidance, opinion, or recommendation from a trusted financial source  in the future?


 Tell us how financial advice will be in the future, from the way you access it to the way you request it and more. Specifically, answer these questions in detail:

  1. Why will financial advice will be important in the future? What new or emerging considerations and trends will play a greater role in the future of financial advice?
  2. How do you expect to search and access financial advice in the future?
  3. Tell us your vision for the future of financial advice.
  4. What source(s) do you expect to provide financial advice and how?
  5. What technologies (current and/or future) can help make your vision a reality?

    Submissions will be graded on the following criteria:
  • Meets Deliverables
  • Feasibility
  • Clarity
  • Innovation
Reward Tiers
Top 10%
will share $1,000
Next 15%
will share $400
Next 25%
will share $200
Actual individual rewards will be based on the total number of eligible solutions.
$100.00 T University of Central Florida
$100.00 Square pic 60 picture Pennsylvania State University
$100.00 Square pic 60 ayo2 Iowa State University of Science and Technology
$100.00 Square pic 60 img072 2 Harvard University
$100.00 Picture?width=160 University of Toronto
$100.00 L University of Central Florida
$100.00 Y University of California at Berkeley
$100.00 C Princeton University
$100.00 Square pic 60 matthew gaiser calgary bow headshot  1 Queen's University
$100.00 K University of Connecticut
$26.70 W Oregon State University
$26.70 N Georgia Institute of Technology
$26.70 Square pic 60 img 0044 square Georgia Institute of Technology
$26.70 N University of Alberta
$26.70 P University of Texas at Arlington
$26.70 E Ryerson University
$26.70 Square pic 60 eric shiels headshot Flatiron School
$26.70 W University of Central Florida
$26.70 B
$26.70 Square pic 60 linkedin picture University of Connecticut
$26.70 B Ursinus College
$26.70 Square pic 60 image University of Wisconsin
$26.70 S Rowan University
$26.70 C University of Central Florida
$26.70 C University of Central Arkansas
$8.00 F University of Arkansas - Little Rock
$8.00 Square pic 60 img 5298 Lehigh University
$8.00 J University of Arizona
$8.00 Picture?width=160 Johns Hopkins University
$8.00 A
$8.00 J UF
$8.00 B University of California, Merced