Advice has its price. Currently, however, not every customer pays for investment advice. In our view, this is an untenable situation. This is why successful providers are now setting the course for new service models – especially in the securities business. Take advantage of our expertise in product and pricing design as well as in sales transformation.
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.