Dan Egan at HUM London 2018

Technology, Design & Being a Better Person

At Humans Under Management London 2018, Dan Egan presented on the intersection of technology, human behaviour, and the future of financial advising. Egan is an expert in the field, bringing insights from his experience in a robo-advisory context.

The talk addresses the challenge of leveraging technology to enhance the human aspects of financial advising. It questions how advisers can adapt to an evolving landscape where machines play a crucial role in decision-making.

Key Points:

- Understand the Moravec paradox: while computers excel at well-defined tasks, humans are better at emotional intelligence and creativity.

- Emphasise the importance of building supportive technology that complements human capabilities, rather than replacing them.

- Explore how visual cues and design can influence client behaviour and decision-making processes.

- Highlight the necessity of maintaining personal connections and trust in a digital age.

Watching this video will provide financial advisers with practical strategies to integrate technology effectively into their practice, ensuring that client relationships remain at the forefront of their work.

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