In the overall consumer landscape, some products are designed for self-service, and others require specialized advice and even hand holding. Traditionally, financial products fell into the latter category. Yet more recently, we’ve seen a trend toward and a rising demand for more self-service and non-traditional sources of advice (i.e., robo-advisors, influencers, etc.)

Featuring Maria Ferrante-Schepis President of Maddock Douglas, Innovation and Growth Consultancy of out Chicago, IL