Building a one-stop solution for financial needs ft.Subramanya S V
Shunya One
Transition to Programmable Financial Advisory Services
This chapter explores the shift towards programmable machines in the financial advisory sector, emphasizing transparency and trust-building through research methodologies and company partnerships to reach customers. It discusses a strategy of prioritizing trust and growth through time and partnerships over expensive marketing campaigns, focusing on building trust with a large customer base over several years.
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