Schwab's entry into the robo advisor space in March was met with withering critiques from digital competitors. Nonetheless, its Intelligent Portfolios -- retail and institutional versions -- have quickly grown, the firm noting the digital offering has gathered $4 billion in assets and over 55,000 accounts as of the end of the third quarter.

Steering its efforts is Naureen Hassan, Schwab executive vice president of investor services segments and platforms. Hassan sat down with Reinvent Wealth during Schwab's recent Impact conference to talk about what the firm has learned from the launch of an all-digital product and to elaborate on how the firm will seek to develop automated investment platforms.

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