It automatically handles the most laborious tasks for client-adviser meetings and simplifies the entire process so both parties are informed and empowered to make important investment decisions.
“In the financial advisory space, business is dependent upon client relationship. This generally requires in-person client meetings. But due to COVID-19, meeting clients has become the biggest challenge,” said Alok Kumar, director of technology at Publicis Sapient. “Taking a step back you realize that a video call is not the only answer. In fact, the problem is larger–how would you build the trust remotely? When solved, this gives enormous scalability to the organization.”