Industry Headquarters Financial Services Boston, Massachusetts USA Case Study Customer Objectives Leverage Financial Advisory’s process is 100% electronic. Each client has their own website where Leverage Financial Advisory aggregates and links their personal accounts, i.e., bank, student loans, investment, mortgage, automotive loan, insurance, life insurance, etc. and tracks all client spending. Every Saturday, clients get an update on how much they spent in the past week, how their investments are doing and the value of their net worth. Although today’s technology has made investing in the stock market both easily accessible and inexpensive, clients often don’t know where to start or who to trust and a high level of personal engagement is still required. Almost all of Leverage Fina

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