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Integrate technology into every process but don't lose the human touch. In India, the traditional system still works best.
Lot of software options available that link to the platform, tracks investments linked to goals, provides wealth report and action plans.
Wary of clients getting full access to online platform. They might invest in wrong scheme or redeem too quickly as they are not used to volatility.
Managing behaviour is a challenge and distributor initiated transactions is a solution to handling clients.
In retail, challenge is clients are underinformed while with HNIs, they are overinformed.
