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Bridging the Financial Advice Gap: Leveraging AI to Enhance Remote Advisory Services and Mitigate Risks
Remote financial advisory services have seen a rise, with some banks reporting that up to 40%* of customers have switched to remote services. In financial advice this is an important factor in helping to close the financial advice gap, while offering knowledgeable, convenient and secure advice to a larger number of customers. However, the shift to remote advisory also brings new challenges in ensuring compliance, identifying vulnerable customers, and maintaining the highest standards of service.
Join Joseph Twigg, Aveni CEO and Jeff Lange, TFAS CEO as they explore how AI-driven solutions are transforming remote financial advisory services. Learn how AI can help document, monitor, and verify interactions to ensure compliance while enhancing adviser efficiency and improving customer satisfaction.
Why watch?
💡 Learn how to engage with the 40%* of customers who are now opting for remote services
💡 Explore effective strategies to bridge the financial advice gap and reach more clients
💡 Understand how AI can enhance compliance, improve efficiency, and increase client satisfaction
Speakers
🎙️ Joseph Twigg, CEO
Joseph Twigg is a visionary entrepreneur and the CEO of Aveni.ai, a cutting-edge AI Fintech company specialising in NLP solutions for the Financial Services industry. Prior to founding Aveni, Joseph spent 15 years working in the Investment Industry in Edinburgh and London, latterly as the Global Head of Strategy and Business Management for Aberdeen Standard Investments.
🎙️ Jeff Lange, CEO
Jeff Lange is an experienced senior leader within FS with a wide-ranging background, Jeff has an accomplished professional track record having worked with several award-winning wealth management practices. As Group CEO of TFAS Enterprises, Jeff has played a pivotal role in establishing and expanding the Group’s diverse portfolio of companies, each excelling in its respective market.