Listen to Alessandro Tonchia, co-founder of Finantix – a Motive Partners portfolio company – share his thoughts on digital transformation.
Some key points made during the podcast:
01:39 – Financial firms have realised that digital transformation is crucial to their survival.
07:04 – Collaborating with clients is key to ensure they are creating a rich, digital advisor-customer relationship and customer experience by optimising the balance between robo-advisory and human communication.
11:44 – How Finantix uses data to understand client circumstances, aspirations, financial goals, career and media footprint to enable their clients to provide a tailored experience based on individual needs.
14:36 – How Finanix uses AI (Artificial Intelligence) in the most targeted and optimal way to save time for its clients.
Click here to open the podcast.
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