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Are we there yet? The 4 levels of financial advice automation

So, as the regulators in Australia start to get their head around the pace and depth of the automated digital advice world, this blog is to offer a quick snapshot of the various development and automation levels of so-called ‘robo’. I have broken this into four levels.

Adviser Voice

Digital Advice

I am increasingly finding the world has divided into two camps: those who do and the rest who don’t ‘get’ the emerging world of digital advice automation. Digital automated advice can be a pure digital experience or an adviser-led digital experience, with human interaction.