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Are digital advisers more immune to coronavirus?

By Cristian Angeloni, 25 Mar 20

Tips to keep your clients calm, engaged and informed during the outbreak

Click through the slides below to find out more

Be aware when clients are concerned (before they are!)
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Be aware when clients are concerned (before they are!)

It’s normal for an investor to be concerned when they are witnessing real value being eroded in their retirement or savings fund; after all, you can’t pay the gas bill with negative returns.

When the client’s nervousness has gotten the better of them and they are about to make the cardinal sin of selling at the bottom and closing their account, that’s the time for the digital adviser to be proactive.   

The digital adviser utilises the very cutting edge of financial technology in machine learning and artificial intelligence to accurately predict their clients’ sentiments and is there to pick up the phone and allay any fears. 

Tags: Covid-19

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.