Achieving ‘Value at Scale’ with digital advice and enhanced client engagement
Efficiency is paramount when considering financial services, but so is client interaction. In this paper, Luxoft and Adviscent discuss how balancing automation and scale with a personal approach is a key challenge to staying ahead of competition. By providing investment stories and tailored advice efficiently, financial institutions can create a unique client experience to increase engagement and loyalty.
Learn more about:
- improving efficiency
- how to overcome the challenges of using digital advisory models
- establishing a dialogue between the advisor and the client
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