Advisor by John Hancock
John Hancock gets where you're going. So we designed a smart advisor, always at work to get you there.
How do we create desire and competitive difference in a crowded market place?
Industry landscape learnings
- Investing is rational. The reasons we invest is emotional
- Robo-advisor space is young and crowded with similar products
- A human centered approach opens up the space
Modern family life is all-consuming.
Modern family is a mobile family.
Modern family's goals are aspirational, personal, and pragmatic.
To give up control, the modern family needs a trusted advisor.
Be assistive and smart
A proactive agent both looking ahead, and monitoring 24/7. Responds to changes in the market and changes in life. Evolves and learns overtime.
Be accessible—where and when users need us, on their terms. Be on any device and touchpoint. Meet people where they
Be personal and supportive
Build a relationship—listen and understand. User needs/goals are the frame for thoughtful investment plan. Anticipate and respond to needs on going. Dynamically educate and inform users based on their needs.
Be knowledgable and credible.
Leverage the John Hancock's brand and history, experience, and know-how to build trust. Simplify financial—and life—complexity.