Delivering Human Touch for Clients in a Tech-Forward World

Despite the breakneck clip of technological advances in finance, clients increasingly value  personalised, human-centric services like goals-based planning and behavioural coaching  from their advisers. In this session, Danielle will first explore what makes these services so  essential to clients and then discuss how advisers can win back precious time with generative  AI to deliver more of what truly matters. Advisers will walk away with an enhanced  understanding of what clients are looking for in an adviser and how AI can be used as a tool to  help them deliver these things without alienating clients.