Robots and algorithms are deteriorating the client servicing relationships needed in wealth management.

Highlights:

  • Lighthouse Financial is keenly focused on personal client servicing.
  • The financial industry has become more focused on artificial intelligence and computerized chatbots to solve client issues.
  • Lighthouse Financial uses technology to enhance the relationship not replace it.
  • Expect your advisor to give you the choice of technology-based access and have the ability to speak live, and in-person, with your expert.
  • At Lighthouse Financial we think it’s better to keep genuine relationships at the forefront of servicing.

Keywords: Lighthouse Financial, Financial Truth, Robo Advisor, Financial Tech, Financial Customer Service, Client Care

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