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Financial Planning

Betterment’s latest human touch: Coffee with customers

By Sharon Adarlo

At his doughnut shop in North Carolina, Nate Ernst was expecting a very special visitor.

Ernst, a longtime Betterment customer, would be meeting a company representative for the first time. But instead of a financial advisor, in walked Seth Styers, a Betterment copywriter.

In its ongoing evolution from a completely automated platform to an advice hybrid with financial planners, an institutional arm and a network that pairs clients with RIAs, Betterment has rolled out a new initiative to connect with its customers.

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This article originally published August 8th, 2018 on Financial Planning


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