Neil Bage, Fintech founder of multi-award winning Be-IQ, took his place in the 3Q hot seat. He answered how technology can produce the insight to allow advisers to have deeper conversations. How gamification can help advisers understand where the client is on the confidence scale and play a part in the ongoing planning and advice process and client relationship.
Coming up is a longer interview with Neil which takes a deeper dive into how technology can help in understanding unconscious behaviour and how to determine the psychological journey each client is on. How Be-IQ are producing the insight to allow the adviser to have deeper conversations, delivering the communications and content the individual client will engage with.
Does intelligence, academic achievement and wealth mean good financial decision making?
28 October 2020
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