From digital lead generation and onboarding to self-advice, execution, and reporting, digital channels will be present in 2025, supporting branding, generating prospects, and easing the burden on relationship managers. Reason enough to subject your wealth management to our digital readiness check!
AI-based chatbots are revolutionising the financial sector with fast, personalised customer interactions and automated advice. They provide valuable data and relieve the burden on staff. Consileon offers a flexible chatbot solution, MyPersonalGPT, for financial service providers.