Creating the future of financial advice
Financial advice will be central to our future. There will soon be $300 trillion in personal financial assets, with an increasing proportion of the 8 billion people on the planet needing quality investment advice.
The future of financial advice will require both highly skilled advisors and technology, integrated to provide seamless service.
There are massive opportunities ahead for the industry. Services can be delivered efficiently and effectively to a far larger client base. Advisors can dramtically scale their abiliity to deliver quality advice to more clients. Client will get better outcomes and advisors will create greater value.
Keynotes for financial advice and wealth management
Ross Dawson is a compelling keynote speaker who has inspired senior audiences around the world to create the future of the financial advice industry .
Find out more about keynotes on the future of financial advice
The Future of AI in Financial Advice framework
The framework below lays out the core elements and issues as the financial advice industry integrates AI to create hybrid ‘Humans + AI’ financial advice delivery.
Client expecations continue to rise on every front.
Advisor amplification applies to technologies to augement the capabilities of human advisors.
The Role of AI is next to the advisor, to supporting them in a multitude of ways.
The Role of humans is next to clients, applying unique human capabilities to build enduring relationships and create superior value.
The result is the fully integrated Humans + AI financial advice that is the future of industry.
Get in touch if you’d like to explore how to create the future of financial advice in your organization.
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Client expectations
Quality personalized service
Seamless integrated experience
Access to real-time portfolio information
Tailored learning and education
Affordable and flexible advice
Transparency on fees and incentives
Advisor innovation and good tech interfaces
Customized ethical investing
Human connection and advice
Data security and privacy
Role of humans
Earning trust
Experience, judgment, and quality control
Ethical guidance
Empathy and emotional engagement
Human personalization
Helping clients change behaviors
Lifelong learning
Role of AI
Data-intensive portfolio and risk analytics
Personalization for advisor and client
Automation of routine tasks
Ideas and suggestions
Content generation
Tailored education
Feedback for continuous improvement
Advisor amplification
Personalization of service
Becoming better informed
Automating and offloading and tasks
More efficient compliance and documentation
Creating interactive client content
Proposal checks and suggestions
Prospecting and generating marketing content
Insights on client activity, sentiment, and emotions
Guidance in helping clients change behaviors
Scaling business, operations, and visibility
Humans + AI financial advice
Amplifying financial advisor knowledge and capabilities
Integrating digital services and human interaction
Customization of service delivery for client preferences
Human oversight of all AI processes and outputs
Ethics and transparency at the heart of all client interactions
Delivering client value at massively greater
