Neil Bage, Fintech founder of multi-award winning Be-IQ joined Lee Robertson to talk about how technology can help in understanding unconscious behaviour and how to use the intelligence to determine the psychological journey each client is on. How Be-IQ are producing the insight to allow the adviser to have deeper conversations and deliver the communications and content the individual client will engage with. He talks through the research undertaken and the plans for the future.
Neil Bage also took his place in the 3Q hot seat. He answered how technology can produce the insight to allow advisers to have deeper conversations. How gamefication 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. Watch here if you missed it.
31 January 2022
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