Customer profiling gets a revamp

Customer profiling technologies are undergoing a revolution, helping to create a more frictionless advice experience for customers. Here we look at what is in store for this vital part of the advice process, what is being used now, ...

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Big data, big opportunities

Big data sources such as financial institutions, Government and increasingly social media all have an influential role to play in how and what information is available to advisers. Even today, signs are emerging the advice industry ...

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Moving from visual to virtual communications

Advice businesses report a growing appetite for virtual online meetings, an advicetech they are embracing keenly. The next step to this are virtual realities, with imagery and experience set to take centre stage in communication ...

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