Enhancing Your Technology, Business & Client Experience #1
Ensombl Advice Australia
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Tech Evolution in Financial Advisory
This chapter explores the transformative role of technology in enhancing client experiences within the financial advisory sector, particularly accelerated by COVID-19. It discusses the shift from traditional interactions to digital tools and emphasizes the importance of meeting diverse generational needs through personalized, timely communication. Additionally, it examines the contrasting technological landscapes in different markets, highlighting the challenges and innovations affecting client experiences in Australia compared to the UK and US.
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