In this episode of Advice Amplified, join Mat Grice, Head of Product at Parmenion, as he delves into the challenges and opportunities within the financial advice industry. Discover how we can leverage data and technology to streamline processes, enhance client-advisor relationships, and reshape the advice industry. Matt shares his insights on the importance of seamless digital experiences, the evolution of advisory platforms, and the exciting future of integrating AI into financial services.
00:00 Introducing Mat Grice
00:55 Improving the relationship between clients and advisers
02:22 Pace of change in the financial industry
03:09 Improving communication
04:40 Transparency is the priority for user journeys
05:29 Encouraging collaboration between providers
06:20 How well do providers work together?
07:23 Why is data integration lagging behind in advice industry?
08:40 What role should the regulator play in tech?
10:01 Where will the industry be in in future?
12:46 Early uses of AI and tech in the advice process
16:16 Mat’s golden nugget of advice for platforms
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