Many thought computers and AI would replace advisers, but Michael shows why he believes that’s not true and what to expect next.
He talks about how technology changed jobs in the past, like during the Industrial Revolution, and compares it to what’s happening now with financial advisers. Michael highlights five important trends in the industry, showing how technology is helping advisers offer better services and improve their businesses.
Using examples from different industries, Michael explains how using technology smartly can make businesses more productive and valuable. He encourages advisers to focus on creating great experiences for their clients to stay successful in this fast-changing world. Watch the highlights below:
Jessie joined FTRC whilst studying for her BSc in Banking and Finance as an intern, and is now here full time. Whilst working at FTRC she has won 'Trainee of the Year' at the Europe FinTech Awards. Originally from Devon, in her spare time she enjoys surfing and spending time at the beach.