As an industry, we shouldn't fall into the trap of presuming older people won't want to use our systems, and therefore not building their needs into what we create, writes Rowan Whittington
Last autumn, I joined Dynamic Planner as growth director for Tram, its white-labelled financial planning app. To get up to speed in this new industry, I've been having a lot of conversations with advice firms, meeting our customers and potential clients. This is an industry that's very pro-technology in many ways. Firms are recognising the power of their data, building data lakes and integrating their systems to capture insights and drive productivity. Advisers are positive about the potential impact of artificial intelligence (AI) for their work, with 75% seeing AI as an opportunity for...
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