Scenario
Financial advice apps are rocking the financial industry by making investing more accessible to the general public. This is disrupting the traditional financial advisory model. 

“The advice industry has now been diminished. You can log on to Robinhood and all these apps to trade for free, so I feel it’s getting harder and harder for us as advisors to quantify the advice and why people should work with professionals.”

Takeaways
1
Professionals desire help identifying and targeting the right customer audience
2
Support our professionals with client-facing materials that help them provide value to clients
3
Promote new offerings and train professionals in guiding clients to the right products
Customer
Professionals
Organization
Nationwide Financial
Core 4 Experience
Decide
Principles
Effortless, Personal, Reassuring
Goal
Help my client select the right product