complii-pty-ltd
Why a human touch to financial advice automation is critical
Whilst automation has come leaps and bounds over the past few years, investors and financial advice clients will continue to seek ‘the human touch’. There are several factors that weigh in on this, but predominantly clients enjoy the interaction, collaboration and advice that comes with one-on-one dealings with their financial advisor.
The human interaction between an advisor and client cannot be underestimated, particularly in the journey towards boosting customer satisfaction. A recent study found that investors look to their advisor for support in several aspects of their lives, with 69% of respondents citing “keeping me motivated and on track with my financial goals”. Additionally, clients recognized the importance of an advisor’s ability to understand their personal life, individual goals, family dynamics, and inclusion of older children within financial planning discussions.
Learn more today : Financial Crime
Why a human touch to financial advice automation is critical
Whilst automation has come leaps and bounds over the past few years, investors and financial advice clients will continue to seek ‘the human touch’. There are several factors that weigh in on this, but predominantly clients enjoy the interaction, collaboration and advice that comes with one-on-one dealings with their financial advisor.
The human interaction between an advisor and client cannot be underestimated, particularly in the journey towards boosting customer satisfaction. A recent study found that investors look to their advisor for support in several aspects of their lives, with 69% of respondents citing “keeping me motivated and on track with my financial goals”. Additionally, clients recognized the importance of an advisor’s ability to understand their personal life, individual goals, family dynamics, and inclusion of older children within financial planning discussions.
Learn more today : Financial Crime