Dr Daniel Crosby at HUM London 2023
Mind + Machine
At Humans Under Management London 2023, Dr Daniel Crosby presented on the integration of human behaviour and technology in financial services. As a behavioural finance expert, he addresses essential challenges faced by financial advisers today.
The talk focuses on how advisers can solve the right problems for their clients by prioritising human-first approaches while leveraging technology. It challenges traditional arguments in finance and highlights the importance of understanding client behaviour.
Key insights from the talk include:
- The average investor often underperforms due to behavioural gaps, regardless of market strategies.
- Human-first advice significantly increases client wealth and satisfaction.
- Technology, including AI, should enhance human connection rather than replace it.
- Just-in-time advice is crucial for effective client engagement and decision-making.
Watching this video will equip financial advisers with practical strategies to enhance client relationships and improve outcomes, ensuring they remain relevant in an evolving industry.
