2B Hby Baldwin Berges

www.BD-Insider.com

B u s i n e s s t o H u m a n

Paradox?Technology brings us closer together

Technology is driven by the human desire to connect with each other

Well… not always

Travel to discover each other

Travel even further…

Further, faster…

…very far away

Indirectly communicate with each other…

Share stories and knowledge with each other…

Directly communicate with each other from a distance

…all the time

Communicate with everyone at once

See each other

Sleep with each other!

Belonging is a basic need

46,2%

15-44

19,7%

45-64

7,9%65+

source: UN, Dept. of Economic and Social Affairs, Population Division (2011).

26,1%

0-14

Global age groups

Does this get you excited?

What will it look like on one of these?

People willingly trade their privacy to connect with each other

Technology becomes irresistible when….

…it provides an enhanced human experience

“The internet will soon disappear…”

Eric Schmidt - CEO, Alphabet

Remember, people embrace technology when it lets them

connect with other people

So why does finance believe that it is a good idea to let humans deal with robots?

Technology can assist us in making closer personal connections with more

customers than ever before

Investing is a big deal.

It’s about risking financial security

The key objective is to provide customers with comfort and earn their ongoing trust

knowledge

trust

relationship relationship

knowledge

relationship

knowledge

trust

relationship

knowledge

trust

relationship

knowledge

trust

Prospect zone

Client zone

The opportunity of earning trust through education

Time

Webinars

This personal investment advisor uses a technology that lets him know everything about

his customer’s portfolio, risk appetite and level of investment

experience

Seamless access to personal investment advisors

You’ve got to start with the customer experience and work back toward the technology - not the other way around…

We can leverage today’s technology to create amazing

personal customer experiences

Finance needs to understand this if it wants to stay relevant

Thank you!

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www.BD-Insider.com