Marcus Guided Investing offers investment clients reliable, Goldman Sachs-backed advisory insights, enabling them to invest confidently without incurring the high fees typically associated with traditional asset and wealth management advisory services.
This product was an exploratory initiative inspired by growth opportunities identified among users of the existing self-guided robo-advisor service.
2022
Product design, UI/UX
Marcus had been offering a robo-advisor investment product with an automated, self-guided experience.
While it suited clients who preferred a hands-off approach, some customers wanted more personalized guidance to adjust their investments in response to shifting market conditions and evolving financial goals.
"Need advice. I want to invest more but my return is terrible at this point. I follow the market and realize it’s tanked with more likely to come. What should I do to keep the bleeding down?”
“I’m upset you don’t offer financial advice and my account has lost over 40k. I need advice on what to do with funds.”
Prospects are targeted to receive marketing comms about this new offering.
Review account information and performance.
Ongoing engagement with the advisors for personalized advice.
