I had the pleasure to do a talk about B2H (Business to Human) at the Digital Investor Event in London. The theme of the day was all about the challenges and opportunities for the finance industries as it finds itself on a digital crossroads. The B2H theme is all about the need for finance and other industries to find a way to keep and even work on augmenting the human relationship with technology. I send out a Business Development letter that will blow your mind. You should sign up for it here: http://www.bd-insider.com/

1. 2B H
by Baldwin Berges
www.BD-Insider.com
B u s i n e s s t o H u m a n

2. Paradox?
Technology brings us closer together

3. Technology is driven
by the human desire to
connect with each
other

4. Well… not always

5. Travel to discover each other

6. Travel even further…

7. Further, faster…

8. …very far away

9. Indirectly communicate
with each other…

10. Share stories and
knowledge with
each other…

11. Directly communicate
with each other from a
distance

12. …all the time

13. Communicate with
everyone at once

14. See each
other

15. Sleep with
each other!

16. Belonging is
a basic need

20. 46,2%
15-44
19,7%
45-64
7,9%
65+
source: UN, Dept. of Economic and Social Affairs, Population Division (2011).
26,1%
0-14
Global age groups

21. Does this get
you excited?

22. What will it look like on one of these?

24. People willingly trade their privacy to connect with each other

25. Technology becomes
irresistible when….
…it provides an enhanced
human experience

26. “The internet will
soon disappear…”
Eric Schmidt - CEO, Alphabet

27. Remember, people embrace
technology when it lets them
connect with other people

28. So why does finance believe
that it is a good idea to let
humans deal with robots?

29. Technology can assist us in
making closer personal
connections with more
customers than ever before

30. Investing is a big deal.
It’s about risking financial security
The key objective is to provide customers
with comfort and earn their ongoing trust

31. knowledge
trust
relationship relationship
knowledge
relationship
knowledge
trust
relationship
knowledge
trust
relationship
knowledge
trust
Prospect zone
Client zone
The opportunity of earning trust
through education
Time

32. Webinars

33. This personal investment
advisor uses a technology that
lets him know everything about
his customer’s portfolio, risk
appetite and level of investment
experience
Seamless
access to
personal
investment
advisors

34. You’ve got to start with
the customer experience
and work back toward
the technology - not the
other way around…

35. We can leverage today’s
technology to create amazing
personal customer experiences
Finance needs to understand this
if it wants to stay relevant

36. Thank you!
2B H
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