The Top Class Wednesday Update doesn’t see any intelligence at all
AI, Space Karen and Skynet. This week’s TCWU’s got it all going on. Mark considers whether AI is a threat or an opportunity for advisers and planners.
Day: November 8, 2023
AI, Space Karen and Skynet. This week’s TCWU’s got it all going on. Mark considers whether AI is a threat or an opportunity for advisers and planners.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
