How Far We’ve Come…
We came across this fun infographic looking at the developments in customer experience over time. It shows that as technology evolved, self-service became more common. As customers embraced the ability to shape and choose their own experience, they felt more empowered (according to this study).
We spy an important milestone missing from this infographic … online investing!
As in other industries, people want more control over their finances. They want access, simplicity, and ease-of-use. They might want to talk to a person if they have a question or issue, but mainly, they just want to take care of it themselves and in their own time.
Much has changed since Betterment launched in 2008, and we expect to see more exciting developments in consumer experience in the coming years.
See for yourself how far we’ve come:
Displaying Performance to Shape Better Investor Behavior
Understanding your accounts’ performance can feel complicated. We’re advancing how we display performance to help answer your questions and make stronger investment decisions.
Betterment’s Model for Financial Advice: An Overview
Achieving your financial goals is only possible if you plan effectively. Saving enough, choosing the right accounts, deciding when you can buy a house or when to retire—all of these are essential decisions even before you build an optimal portfolio.
Introducing Betterment Everyday™: Our New Cash Management Suite
Betterment redefined investing with automated guidance built for you. Now, we’re reshaping another part of your financial life: your cash management. Meet Betterment Everyday™.
Explore your first goal
Our high-yield account built to help you earn more on every dollar you save.
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.