The tipping point: How technology is revolutionising customer experience and access to financial advice

The tipping point: How technology is revolutionising customer experience and access to financial advice

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Our new paper considers how innovation, particularly AI and a multichannel approach, can bridge the advice gap and boost consumer engagement. Find out how the financial services industry is on the cusp of a major transformation with huge potential benefits for consumers – and the firms that serve them. And find out more about the practicalities of achieving success.
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https://info.ev.uk/how-technology-is-revolutionising-customer-experience-and-access-to-financial-advice
EVA14EV is driving a financial planning revolution with technology built for a simple, seamless, end-to-end experience. The result: financial planning and advice that’s more accessible and engaging for customers – across digital, face-to-face or hybrid. Our scalable, modular tools mean our partners can meet their customers’ needs exactly where, when and how they wish. It’s a win-win: a better service for customers that’s more efficient for providers. We’ve worked with a wide range of partners, from large financial institutions to independent providers. Our technology is helping them attract and retain customers – and grow their businesses.

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