Terry Donohoe, boss of Ignition Advice, the firm hired to create M&G Wealth's hybrid advice proposition, says adviser firms should not have to choose between user experience and efficiency in this column...
At a recent Digital Wealth & CX Tech Forum, an interesting question was raised - should a firm focus on user experience or efficiency gains? Changing customer expectations, a tsunami of digital advances, and the rise of younger generations, whose needs and experiences have been shaped by modern technologies, have fueled transformation across the financial services sector in recent years, creating a wealth of new opportunities. However, as firms navigate this new landscape, they must not prioritise one over the other. M&G Wealth appoints firm to create hybrid advice service We've...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
