For years, financial institutions have sought ways to make true financial advice available online. But did they find a way to satisfy their more independent customers?
We will talk about the ways in which digital technology is transforming the way we market (and receive) financial advisory services. Take a peek at projects from our research labs.
One features a room designed in a joint effort with the University of Applied Sciences in Darmstadt, Germany: It provides a digitally enhanced advisor-client conversation, using a multitouch table and a screen wall.
The other is seeking to grant investors more control in a more integrated process by creating a platform for both, advisors and investors.
Will digital technologies – one day – create the category killer for personal financial advising or take it to the next level.