Adviser Advantage Session: Digital intelligence & consumer mega-trends shaping tomorrow’s advice

In today's rapidly evolving financial landscape, digital intelligence and consumer mega-trends are playing pivotal roles in shaping the future of financial advice.

This presentation delves into how technology with human expertise is revolutionising financial advice and life insurance. We examine the impact of emerging health and consumer mega-trends, while also exploring the latest advancements in technology, highlighting how they are being used to enhance decision-making processes, personalise client engagement, and improve overall efficiency. By leveraging intelligent processes, financial advisers can position themselves at the forefront of the industry, offering innovative and effective financial solutions for the future.

Key learning outcomes

• Explores the next digital revolution, it’s impact on occupations and adoption by financial advisers.

• Deep dive into various technical innovations, including Generative AI, coupled with practical examples and uses in advice

• Analyse consumer mega trends, through economic instability, health and increasing longevity.