News & Updates

Talking about emotions or personalities probably isn’t something your clients expect to do when they visit you for wealth advice. Yet investing is emotional – it’s about hope, and fear, just as much as it is about cold hard figures and in-depth planning.

The more behavioural finance is applied to financial advice, the more it’s misapplied by firms prioritising shortcuts over science and surface sheen over depth of understanding.

Adopting a behaviourally conscious approach to client understanding, enabling personalised advice at scale, is the best way to upgrade customer satisfaction with their wealth-management experience.

The partnership between a wealth management firm and its tech is crucial. The right software can support smooth-functioning and compliant advice, providing a robust framework within which the adviser’s art can flourish.

Firms who harness evolving technology most effectively unlock the ability to serve more investors, more consistently, and more personally.