Putting human connection at the center of digitisation

Future wealth management 'rooted in a personalised, connected experience'

clock • 4 min read

How can advisers operate in a hybrid world while scaling their businesses and keeping an eye on the bottom line? Jim London explores the issues

Technology continues to reshape advisers' business models, and it's a must-have for them to meet customers' needs and remain competitive in today's digital landscape. The future of wealth management is rooted in a personalised, connected experience—and human interaction is still a critical component to advice delivery. How can advisers operate in a hybrid world while scaling their businesses and keeping an eye on the bottom line? Patience and persistence It can be difficult to pinpoint where to begin when understanding technology's potential. But it's a fine line between being pati...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AI 'trust gap' causing uptake of robo-advisers to remain limited

AI 'trust gap' causing uptake of robo-advisers to remain limited

Clients still lack trust in the technology, Avaloq finds

Isabel Baxter
clock 20 November 2024 • 2 min read
Advice firms only spending 35% of time on client meetings

Advice firms only spending 35% of time on client meetings

Spending more time on business, compliance and staff development

Isabel Baxter
clock 18 November 2024 • 2 min read
PFS Conference 2024: AI should augment not replace human element in advice

PFS Conference 2024: AI should augment not replace human element in advice

Firms that adopt technology to save time will improve client experience

Jenna Brown
clock 14 November 2024 • 2 min read