Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

clock • 4 min read

James Tucker explores how to boost client communication through the use of AI...

Here at Twenty7tec, we recently conducted two pieces of research that provide food for thought for those working in the financial advice industry. Firstly, we conducted a survey of 250 financial advisers and wealth managers, which found that more than one-third of clients do not update their financial advisers on material information about changes in their financial circumstances. And 31% of advisers believe clients do not contact them with an update because individuals lack understanding of an adviser's role and the support they can provide. Secondly, in a separate survey we conducte...

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