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How Digital Wealth Is Transforming Your Customers

Key takeaways

  • If you’re planning to start something new, embrace your own personal values
  • Play to your strengths, play to your scale
  • Traditional financial advice is quickly losing value

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Richard Gordon

Founder and Investor at Afinitiv Wealth

Founder and Investor at Afinitiv Wealth

Qn 1: What’s the number one thing your customers want, and what matters to them most? 

Answer: Value is becoming increasingly important to the consumer and this is where institutions are constantly failing. Traditional advice is inherently flawed and only benefits those who already have wealth. In comparison, the scope to deliver value to a great number of people is much higher for Robo-advisors than it ever was or will be for traditional advice.

Qn 2: What strategies have you used to address the digital gap?

Answer: The value proposition that Robo-advisors bring far outclasses what is offered by human advisors. Institutions need to start seriously considering implementing Robo-advisors and personalising financial services for their target demographic or risk falling behind.  

Qn 3: Which solutions do you currently, or have tried to, use to address the digital gap? 

Answer: What has been working for us is forming a community around our brand. The beautiful thing about being in this space is that due to the rapid advances in technology, I don’t need to bring on more people than I already have. This means that I never have to compromise my values with the people that I work with and my customers will never encounter an employee who is misaligned with the company values. 

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