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Financial Planning Innovation

Financial Planning Innovation

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    • Use with with caution. AI is not a reliable financial planning tool.
    • Quo Vadis QAR?
    • Why do people seek financial planning advice?
    • You can’t have a robot in a meeting!
    • All companies will be IT companies
    • The good, the bad and the ugly
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    • Robots find their voice
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Financial Planning Innovation
Financial Planning Innovation

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  • Articles

    The real future of financial planning

    ByStephen Manning February 25, 2021May 28, 2023

    The real future of financial planning [cherry_spacer size=”20″] Amazon’s Alexa [cherry_spacer size=”10″] I recently took part in an Amazon Alexa “hackathon” (a friendly “design” jamboree) that invited participants to “Invent the Next Generation of Alexa Experiences That Go Beyond Voice”. We were urged to create a skill that combines voice with rich sound, visuals, touch…

    Read More The real future of financial planningContinue

  • Open banking
    Articles

    Open banking

    ByStephen Manning November 15, 2020May 28, 2023

    New technologies for financial planning – Open banking What is open banking? Open banking allows some customers to securely share their banking data with third parties that have been accredited by Australian Competition and Consumer Commission (ACCC). These would typically be other banks who are automatically accredited and fintechs who need to apply. It is…

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  • Artificial intelligence and big data
    Articles

    Artificial intelligence and big data

    ByStephen Manning November 1, 2020May 28, 2023

    New technologies for financial planning – AI [cherry_spacer size=”20″] What is artificial intelligence (AI)? Artificial intelligence (AI) is human-like intelligence that appears to learn, reason, plan and perceive. At the heart of AI are algorithms which are rules like; “if this condition is true then execute the following instruction (code), else execute some other instruction.”…

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  • Blockchain and cryptocurrency
    Articles

    Blockchain and cryptocurrency

    ByStephen Manning October 23, 2020May 28, 2023

    New technologies for financial planning – Blockchain What is blockchain? Blockchain at it’s simplest is a database. It is a very big database, housed on a powerful server which itself can comprise thousands of computers. A blockchain database A blockchain database is a collection of “groups”, known as blocks, which contain information. This system makes…

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  • S-I-P as-a-service
    Articles

    S-I-P as-a-service

    ByStephen Manning October 8, 2020May 28, 2023

    Cloud services on demand

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  • Home
  • Blog
    • Use with with caution. AI is not a reliable financial planning tool.
    • Quo Vadis QAR?
    • Why do people seek financial planning advice?
    • You can’t have a robot in a meeting!
    • All companies will be IT companies
    • The good, the bad and the ugly
    • Digital assistants in client meetings
    • Mirror, Mirror on the wall
    • Will chatGPT eat your lunch?
    • Will all advisers become cyborgs?
    • Welcome to your new paraplanner
    • Why do people choose an adviser?
    • Financial advice – its tough
    • Robots find their voice
    • Who can give me investment advice?
    • All companies will be IT companies
  • Newsletter
  • About
  • Contact