Keeping You on Track to Meet Your Goals—Cynthia Loh—Digital Advice and Innovation at Charles Schwab
Finding Genius Podcast
Richard Jacobs
4.4 • 1K Ratings
🗓️ 24 June 2019
⏱️ 21 minutes
🧾️ Download transcript
Summary
Do you need to save one million dollars for the retirement you want? Do you have one year to plan for the wedding of your dreams? Are you looking to buy a new house? Do you want to plan for two vacations per year, rather than just one? Regardless of your goal, the team at Charles Schwab is ready to harness the power of technology and put it in your hands so that you can make your goal a reality. "We find that clients actually find investing to be much easier with the help of technology," says Cynthia Loh, VP of Digital Advice and Innovation at Charles Schwab.
In today's episode, she explains everything their robo-advisor has to offer and the specific details of the basic and premium Schwab Intelligent Portfolio services. She also discusses the overwhelmingly positive feedback they've received from clients, what makes Schwab stand out among other robo-advisors, and the direction of their future growth.
Interested in learning more? Tune in and visit https://intelligent.schwab.com/.
Transcript
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| 0:00.0 | You're listening to the Future Tech Podcast with Richard Jacobs. |
| 0:09.0 | Future Technologies such as Artificial Intelligence, |
| 0:11.8 | Stem Cells, 3D printing, gene editing, |
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| 0:21.0 | are much closer than you might think. |
| 0:23.0 | In fact, many early versions of these technologies are in play right now, |
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| 0:34.4 | podcasts. You may very well learn something that may change the course of your life |
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| 0:58.0 | Thank you. Hello, this is Richard Jacobs with the Future Tech Podcast. I have Cynthia Lowe, |
| 1:09.4 | VP of Digital Advice and Innovation at Charles Schwab. |
| 1:13.0 | We're talking about Schwab's Robo Advisor, which sounds pretty cool. |
| 1:17.0 | Cynthia, thank you for coming. |
| 1:18.0 | Thanks for having me, Rich. |
| 1:20.0 | So what is the Robo Advisor? is that for like individuals that need help with their |
| 1:25.8 | portfolio or their stock balance? Yeah exactly so really robo-advice is how you can essentially leverage technology to help you with both investing |
| 1:36.2 | as well as financial planning. |
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