If consumers can use digital technologies to navigate many parts of their lives, it’s no surprise that clients demand the more complex services like finance, and medical providers deliver similar seamless and convenient digital experiences that reduce friction and complexity. But while technology is a natural step to getting basic tasks accomplished, when it comes to managing money, being able to talk to a professional is still essential for many. In their financial lives, 43 percent of consumers still prefer human assistance over automation, even for daily money activities. In industries where clients’ emotions sway many decisions, we will explore why successful digital transformation means using technology to serve clients on their terms and allowing advisors to do what they do best.
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