Tag: Service More Client Less Time

Tech Usage Crucial As Clients Seek Bespoke Experience

Personalised portfolio management empowered by technology is key to the future value proposition to consumers. Great to see there is growing recognition of its potential to support advisers. https://www.moneymanagement.com.au/news/financial-planning/tech-usage-crucial-clients-seek-bespoke-experience?utm_source=newsletter&utm_medium=email

The Multiple Benefits of Automated Portfolio Management

A lot of people ask us why Financial Simplicity’s entirely automated and personalised portfolio modelling process is something to sing about. Well the answer lies in the simultaneous benefits that this gives our clients in: Creating value for their clients – by enabling firms to create repeatable and rules based experiences around clients to address a…
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What is the optimal mind machine balance in wealth management

We are starting to hear a lot about mind machine balance in this rapidly evolving world of AI (artificial intelligence), and the wealth management industry is not immune from such. In short what I understand appears to be generally accepted across the board is: all functions that are operational processes with little or no judgement required…
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The role of AI and Robo in Advice

I am really enjoying the heating debate about whether Robo advice will replace human advisors or complement human advisors and in the last month a few thing have to come to light that are starting to provide not only some trends, but some sound argument as to why these trends are happening. If I can…
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