The Money Marketing Podcast

← The Money Marketing Podcast7 sep · 14 min

Money Talks: Human + AI: The Future of Financial Advice

Money Talks: Human + AI: The Future of Financial Advice7 sep14 min

In this episode of Money Talks, brought to you in association with Royal London, guest Colin Mitchell, Customer Life Stage Director at Royal London, breaks down the key findings from their recent research, Meaningful Value in an Artificial World.

The conversation focuses on the role of artificial intelligence across financial services, looking closely at how automation can handle administration while safeguarding the human judgement, trust, and reassurance clients rely on. The discussion addresses the emotional side of financial planning, the mindset shift from saving to spending in retirement, and practical ways advice firms can adopt AI safely to support better client outcomes.

For further resources, visit Royal London.