A JD Power study found that 87% of consumers are interested in financial advice, but only 33% of these consumers actually receive financial advice from their bank. (REF: https://canada.jdpower.com/press-releases/2018-canada-retail-banking-advice-study)

Some say that’s a big problem, but we see it as a big opportunity.

Our AI platform enables financial institutions, through their advisors, to provide personalized interactions and advice at an efficient price point, which traditional methods can’t do effectively today.

By the way…

The same study also found that customer satisfaction surges when advisors get the advice formula right and we know that higher satisfaction translates into more business.

Talk to Betterworth today – we can help.