Case Study: a regional bank modernizes wealth services with Zymr's white-label robo advisor

Regional Bank launches robo advisor with Zymr, reaching 30% retail adoption

A regional bank was losing younger customers to digital-first fintechs due to its traditional, high-minimum wealth management services. To modernize its offering and remain competitive, the bank partnered with Zymr to launch a secure and compliant white-label robo advisor platform under its own brand.

Zymr designed and deployed a fully customizable robo advisory platform that integrated seamlessly with the bank's existing mobile app. The solution included a multi-asset portfolio engine, compliance-driven architecture, and integrated client education modules. As a result, the bank launched its new offering rapidly, achieving a 30% adoption rate among retail customers within the first year, significantly improving customer retention and operational efficiency for Zymr's client.