Human connection is critical in the advice process
Jamie Page, head of protection distribution at The Exeter, explains why, as AI becomes more embedded in financial services, advisers have a real opportunity to let the technology handle the heavy lifting so they can focus on what truly matters.
The learning objectives for this article are to:
- Understand consumer attitudes towards AI in financial advice.
- Recognise how empathy, listening and tailored protection conversations can build client trust.
- Refresh expectations regarding appropriate communications to deliver good customer outcomes.
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