Podcast: Designing the next financial life building blocks

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.