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Insights and evolution.
Ignition.

We are
Insights and evolution.
Ignition.

Whitepaper

How digital capability is enhancing, not replacing the financial adviser

The financial advice industry is ready for significant digital transformation. In this Whitepaper, we’re exploring how and why UK institutions’ adoption of digital advice will enrich rather than replace the traditional advice process. And why your customers are ready.

Produced in association with AltusConsulting, a specialist provider of consultancy services, this Whitepaper has been published in response to the COVID-19 pandemic. We’re seeking to provide informed insights for advice firms on engaging new and existing clients, drawing on the lessons learned from the broader economy over 2020-2021.

While previous analysis in this space has sought to further the case of either robo or face-to-face advice, Reimagining Financial Advice proposes a third way forward: hybrid advice, where technology is enhancing, not replacing, the work of a financial adviser.

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