The integration of artificial intelligence (AI) into financial advice must be viewed as a chance to deepen human relationships with clients, not replace them, according to Aveni CEO Joseph Twigg.
Speaking at Intelliflo Innovate yesterday (10 June), Twigg argued that by automating compliance-heavy tasks, AI can "unleash the most human aspect of being a financial adviser," urging firms to view the technology as a "fantastic" opportunity to rethink their value proposition and expand their reach, particularly into new client demographics. Timeline chief product officer Thomas Hogg said: "If AI agents can build portfolios, onboard clients, and write suitability reports, advisers can focus on what they enjoy doing – spending more time with clients and understanding their needs. "AI ...
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