As a director or senior manager of a financial services provider or large advisory business, what do you find are the main challenges that your teams face when providing clients with financial products or advice and supporting them in making the right investment decision?
In our experience, challenges may include any of the following.
- Clients basing investment decisions on past performance only.
- Not being able to spend as much time establishing ‘soft facts’ from clients as you would like.
- Not feeling confident that you have identified a client’s true financial objectives and needs, due to client reticence and/or time constraints.
These are just some of the common challenges that your teams may face as financial services professionals.
Without overcoming these, they may not be able to give the best advice or guidance possible for your clients.
At Wi Ai Technology we have developed behavioural bias software that helps you ‘drill down’ with your client into exactly what is driving and motivating their aims, goals and decision-making. This opens up new levels of online engagement or face-to-face discussion and enables you to gain a fuller understanding of your client’s needs.
Contact us today to find out more at: [email protected]