Asked by Anonymous
Asked on 31 Oct 2019
What advantage do Robo-advisory platforms have over the traditional financial advisors?
Had face-to-face with Edward, Kristal staff below. As part of customer onboarding, a Kristal staff member reached out via WhatsApp and I noted issues needed some manual handling. Coincidentally (?) got assigned Edward to look after the case quite independently of this review.
Good produtive meeting - the issues I raised (difficulties around customer risk assesment) seem to be quite common amongst new customers and Edward noted they were being reviewed and intended to be fixed going forward.
He was also personally help and would look into my particular queries and work with his internal teams for a fix as well.
Overall - good attention to getting the customer experience right and will be having a further look after Edward does his thing.
Original review answer below:
They aren't filling me with confidence right now.
Their KYC via app a bit broken. Couldn't change fields so inputs wonky. Result also feels very off from question replies.
When asked for help, got a WhatsApp but wanted a talk to a real person. Got told the physical RM would email me with time. They didn't end up reaching out.
If this is the front end, the backend when they have my money is concerning...
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