The finalists, the winners and all the atmosphere from the Professional Planner|Zenith Fund Awards 2015 held at Ivy Ballroom in Sydney on October 9.
Images by Matt Faches and Phil Carrick.
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Research reveals clients do know what they want to ask, after all
As AI is adopted more in financial advice, firms are experimenting with conversational AI to make first contact with clients who are unsure if they need financial advice or who are not yet ready to speak to a person. An Otivo and Borromean report shows that unlike what has been believed, clients do know the questions they want answers to.
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