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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%
16 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
Top 10% share $1,000 Next 15% share $400 Next 25% share $200
$100.00 T University of Central Florida
$100.00 B