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Revolutionizing PPR investment: evidence from the United Kingdom, digital banking transformation cases, customer expectations and competitive assessment

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Detalhes bibliográficos
Resumo:This project investigates how a modern digital PPR solution can be designed to attract Portuguese savers into long-term retirement investing. Developed for BPI Gestão de Ativos, the study analyzes the best practices from digital investment platforms and combines these insights with customer experience research, customer segmentation and gamification studies to provide recommendations on platform design and key features. Our research concludes that the platform should be embedded in BPI’s main app, organized with goal-based investing, with clear simulations and simple onboarding, and complemented by an intuitive dashboard for daily use.
Autores principais:Matos, Marta
Assunto:Banking Fintech Household finance Robo-advisory
Ano:2026
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL

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