Contrary to the doomsayers, the trends in digital innovation are a not a threat to the future role of the financial advisor. Instead, they are forcing the role to evolve and become more service-oriented and customer-focused. Find out how digital tools are future-proofing financial advisors.
Customers want to connect with their advisor and their investments at any time and on any channel - effortlessly and seamlessly.
With demand for online services growing daily, more and more banks are offering digital self-service platforms to keep up with customer preferences. But these relationships can only be partly automated because at the end of the day, a successful digital transformation still requires human interaction.