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“Financial services Web sites need online advice tools to give customers the financial advice they desperately need. If executed properly, advice tools can help firms build trust, reduce costs, improve the overall customer experience, and make advice more relevant.
But many financial services companies failed to reap the rewards of previous attempts to implement these tools in the early 2000s. To get it right this time around, firms must learn from the past, understand the human advice process, and incorporate eight critical features.”
“Complicated financial products confuse most consumers, yet only 29% of Europeans say they rely on financial advice from professionals. Outdated methods for delivering advice are largely to blame, failing to cost-effectively deliver the right advice at the right time to the right customers. Financial services companies need to embrace the Internet for advice as they have done with other products and services.
Online advice tools can not only help clients achieve their financial goals but can also reduce the cost of delivering advice and make the advice given more relevant.”
“Our overall aim is to make financial advice more accessible to consumers, and the new online ‘Financial Check-up’ provides a rapid and valuable ‘first step’ assessment of their financial needs. In many cases our members and customers are looking for help and assistance with their finances before contacting, or meeting with, a financial adviser. ‘Financial Check-up’ delivers this in a convenient and intuitive manner.”
- Robin Willison, Head of Advice Sales at LV=
