We need to design systems that simulate the traditional offline process done in an adviser's office: interview, data collection, analysis, relationship building, delivery of recommendations, answering questions, responding to objections, execution of recommendations, ongoing management, review of performance results, etc. We need to consider this entire investment process and re-imagine it in a digital construct so we can determine how to facilitate investor/adviser interaction and development of trust and rapport. Within that, we must look at ways to deploy modern tools for collaboration, information exchange, video conference, chat, co-browsing, co-creation, etc.
Ideally, we will develop an entirely new metaphor for how consumers consume advice. This should evolve from "answer questions, get a recommendation" to something much more collaborative that lets the consumer determine how much they want their hands on the wheel, versus how much they delegate.
www.investmentnews.com/article/20170705/...ut-the-client-first
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