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Financial Planning Innovation

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Financial Planning Innovation
Financial Planning Innovation

Robo financial advice

Welcome to your new paraplanner
Articles

Welcome to your new paraplanner

ByStephen Manning March 19, 2022March 19, 2022

I work 24/7, 365 days a year without a salary. I communicate with natural voice and can do any financial planning calculation on request, as well as gathering client information and doing product research. I can even implement insurance applications. I remember everything and am not intrusive, only responding to verbal requests directed at me….

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Digital assistants in client meetings
Articles

Digital assistants in client meetings

ByStephen Manning November 6, 2021March 19, 2022

Would you use a digital assistant in a client meeting? I asked the question in a LinkedIn poll and got over 150 views but just 4 votes. Me and two close friends voted “yes” and one person voted “no”. So, I still don’t know. Finchat is currently going through the Amazon certification process for its…

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  • Home
  • Digital assistant
  • Self-managed
    • Glossary
    • Create wealth within super
    • Create wealth outside super
    • Protect wealth
    • Lifestyle
    • My plan
    • Find the right product
    • Comply-eye
  • Advisers
    • Glossary
    • Create wealth within super
    • Create wealth outside super
    • Protect wealth
    • Lifestyle
    • Compliance
    • Fact find / Health check
  • Super Funds
    • Glossary
    • Create wealth within super fund
    • Create wealth outside super
    • Protect wealth
    • Lifestyle
    • Health check for members
  • Blog
  • About
  • Contact