Scale Distribution of Funds (Asset Managers) - Bambu

BUSINESS CASE

Scale distribution of your funds

A transformative robo advisory model for Asset Management companies to increase the distribution of funds.

Evolve from the old “wholesale” model

Actively influence distribution from front to end using tech

Repackage your funds into a digital wealth platform solution for distributors

Support distributors in scaling and creating better experiences for your end-investors

Benefit from the increased consumption of your funds as distributors are empowered to service a larger clientele and grow AUM

Why should you get involved in client-facing technology?

Today, successful distribution requires more than just increasing spend on marketing and sales to push products to distributors.

It requires active participation and partnership from asset management firms to support distributors in serving end-investors.

One key area to do so is in creating a better digital experience for your end-investors:

In a technological age, your existing and prospective end-investors are growing accustomed to using digital platforms and increasingly expect your distributors to provide the same digital convenience.

By supplying a client-facing digital wealth platform to your distributors, you can help them develop this competitive advantage and transform your distribution into one cohesive and scalable B2B2C process.

Here's how the B2B2C process will work:

You build a digital wealth platform complete with pre-loaded funds and investment solutions.

You onboard your distributors to
the platform.

Distributors customises platform to their needs – including customising model portfolios.

Digital wealth platform customised to distributors goes live for your end-investors.

More clients onboard. And
they invest more.

Distributors are empowered to serve clients better with a digital experience and scale AUM.

Your funds get consumed more.

You build a b2b2c robo-advisory platform complete with pre-loaded funds and investment solutions
Distributors customises platform to their needs – including customising model portfolios
Distributors are empowered to serve clients better with a digital experience and scale AUM
Your funds get consumed more
You onboard your distributors to the platform
Robo-advisory platforms customised to distributors goes live for your end-investors
More clients onboard. And they invest more.

Case study: Leading global asset management company builds "TangoRobo" for the US

A leading global asset management company wanted to grow distribution of their funds and increase uptake of their goal-based portfolio management advice methodology: the “Goals Optimization Engine” or “GOE”.

So, we partnered with them to build “TangoRobo'', a robo-advisory platform built-in with GOE and pre-loaded with several of their signature funds.

Tango is currently live and onboarding the asset manager's large network of distributors.

Get a demo

Speak to an expert to see a live demo of a B2B2C robo advisory platform and learn how we can help you scale distribution of your funds

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