Betterment’s latest human touch: Coffee with customers - Financial Planning
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 (which now has over $14 billion in AUM) has rolled out a new initiative to connect with its customers.