Dynamic Plannner

Tech adoption among older people was accelerated by the pandemic

'AI cannot give clients what they seem to value the most from a financial adviser'

One in two want personalised information electronically

A well-designed experience can significantly enhance user satisfaction

Helpful when positioned as 'the bit before financial advice'

‘Understanding clients should be natural to any client-focused adviser’

‘Firms must offer compelling reasons for advisers to stay’

In 2023 120 zettabytes of data was transacted globally

'Don't underestimate what can be achieved in the next decade'

Helping clients deal with uncertainty on their investment journey