Welcome to the latest edition of EV FinTalk. Each edition provides a blend of news impacting the financial planning market, discussion around our latest viewpoints, articles from the EV team and guest content from our trusted partners.
Discover the evolution of digital financial advice technology from robo-advice to AI and beyond. This blog explores how these advancements have made personalised financial advice more accessible and convenient for clients.
We discuss hybrid financial advice, how hybrid advice can provide value for your clients, and how you can achieve the perfect balance between digital efficiency and the human touch in your advice process with EV.
We recently launched the first phase of an innovative new long-term partnership with AIB life to drive digital efficiencies and consistency in providing advice to AIB customers across multiple advice areas.
Check our new whitepaper that argues by embracing digital and hybrid advice solutions financial services firms can drive business success while improving access to financial planning for the millions of people who currently can’t or won’t take traditional advice
We're always looking for ways to improve our solutions to ensure they continue to meet adviser needs. We're now looking at what to develop next for EVPro - our end-to-end financial planning solution - and as a valued partner, we'd like your input.