Wealth managers and banks are coming under greater cost pressures, as well as increased competition from roboadvisors. The old model of customer engagement, with annual reviews and occasional touch points when new products are rolled out, is not sufficient to provide added value to the client. But with the advent of artificial intelligence and deep sector knowledge, a new model - based on improved customer experience with personal, relevant, timely and actionable information - can deliver a customer-first perspective, generating touch points when the client requires.
In conversation with:
Alessandro Tonchia, Head of Strategy and Co-Founder of Finantix
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