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US, UK, Canada, Australia: What's the future of financial advice?
Challenge Type: business
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$1,600
top 50%
100
submissions
DONE
66 months ago

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?

Deliverables

 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.
Leaderboard
$100.00 Todd Brooks University of Central Florida
$100.00 Byron Louw Pennsylvania State University
$100.00 Ayomide Odumuboni Iowa State University of Science and Technology
$100.00 Francis Daniel Santia Harvard University
$100.00 Robert Carmona University of Toronto
$100.00 Lweendo Muntanga University of Central Florida
$100.00 Yaxin Li University of California at Berkeley
$100.00 C W Princeton University
$100.00 Matthew Gaiser Queen's University
$100.00 Kate Szan University of Connecticut
$26.70 Wilberth Santa Cruz Ruiz Oregon State University
$26.70 Noah Schaich Georgia Institute of Technology
$26.70 Karl R Georgia Institute of Technology
$26.70 Nathanael Lee University of Alberta
$26.70 Prutha Milind Ghumare University of Texas at Arlington
$26.70 esty shulman Ryerson University
$26.70 Eric Shiels Flatiron School
$26.70 William Gan University of Central Florida
$26.70 Bob Billigers
$26.70 Megan Lynch University of Connecticut
$26.70 Brian Wynder Ursinus College
$26.70 Katie McMullen University of Wisconsin
$26.70 Stephen Ahwin Rowan University
$26.70 Christina Aquilina University of Central Florida
$26.70 Claudy Sarpong University of Central Arkansas
$8.00 Faheem Vellore University of Arkansas - Little Rock
$8.00 Brielle Gemberling Lehigh University
$8.00 Jyll Hardy University of Arizona
$8.00 Mukund Madhav Goyal Johns Hopkins University
$8.00 Amanda Diggins
$8.00 Jacqueline M UF
$8.00 Brittany Carlson University of California, Merced
$8.00 Riley Childs University of Melbourne
$8.00 Kelsey Chisamore University of Waterloo
$8.00 Kyla Scanlon Western Kentucky University
$8.00 Kalani Jacobsen University of sunshine coast
$8.00 Corbin Bridge University of Nevada, Las Vegas
$8.00 Kaelan Lupton Queen's University
$8.00 Dr. Janelle Christine Simmons Liberty University
$8.00 Alex Baker Washington University in St. Louis
$8.00 Sanveer Dhanju University of Western Ontario
$8.00 Maithry Madasu University of North Texas
$8.00 Daniel Patterson Arizona State University
$8.00 J C University of Alberta
$8.00 Darian Pang Simon Fraser University
$8.00 Sukanya Sharma University of Toronto
$8.00 Maxwell Richardson Nvcc
$8.00 Matthew Sochar University of Central Florida
$8.00 Judith Paulus University of Oxford
$8.00 Hoang Phan Concordia University
Submission questions


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