The world of technology has undoubtedly revolutionised the financial services industry. Digital tools play a significant role in digitalising tedious processes in onboarding, planning, and client management. Traditionally, financial consultants would rely on manual processes to curate customers' financial plans. With the introduction of digital financial planning tools, such as GoalsMapper, the once-conservative industry has begun to embrace digitalisation. Automating these processes have also enabled financial consultants to better cater to client relationships.
Agents | 29 Apr 2021