Bambu: Rethinking Digital Wealth
Bambu is a robo advisor providing a wealth management platform/API to financial institutions such as banks, asset managers, insurance companies and fintechs. Users can benefit from many features which enhance customer experience and streamline advisor tasks by digitizing and automating processes using AI such as:
- Personalized data and recommendation,
- Tailored profiling and investment process,
- Ready-made connectors to leading custodians,
- And no need for codes.
Bambu allows its users, financial institutions, to:
- Digitise savings and investing for their clients,
- Reduce the time needed to create and manage a portfolio,
- Enhance their client’s experience and understanding through several features (incl. detailed visuals).