Jenny Davidson: Personalisation at scale and the role of technology

Receiving financial advice is an inherently personal experience. Recognising this and tailoring advice to suit an individual's unique circumstances is a cornerstone of any long-term client relationship. However, successfully scaling up a business model that prioritises unique client relationships is difficult and can create both time and cost pressures. This is true of every industry. But for advisers, rapidly evolving consumer expectations makes it an even more pressing challenge. A growing number of us are happy for our information to be used by brands if we receive tailored experie...