How Technology Creates a Better Human Advisory Experience

Дата публикации: 11-08-2026 15:00:00

Joining the FinextraTV virtual studio, Roshan Shetty, BFSI Public Sectors Head, Americas, Tech Mahindra and Bindhu Alvar Thiruvenkadathan, Chief Information Officer, Wealth Management, explained how the wealth management sector is currently adopting AI. Discussing the role of trust and security, they ultimately explain how technology is helping to provide humans with the individual customer details they need, faster. This technological intervention, they say, is built to match the customer needs that have outpaced advisor capabilities. Using this need for personalisation, and the capabilities of AI, they explain, actually ends up creating a deeper, human experience with advisors, by improving trust via speed and customisation.

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