• We are living even longer:@

The Revolution will not be televised…but it may be recorded

Matt OldhamOPAL Group

[Source: FT Adviser 04/07/17]

[Source: FT Adviser 04/07/17]

Average Age IFAs is >50

Only 22% of IFA are under 40

[Source: The next generation of Financial Advisers, EY 2016]

Revolutions in technology happen so frequently that we don’t even notice that they have happened!

#1

Sometimes we need a gentle push

#2

“Tere, kas sa kuuled mind?”

Hello, can you hear me?

1.94 BN as of Mar ‘17

• 75% of Millennials would use text/app messaging as a preferred method to contact a brand for service as opposed to 25% of Baby Boomers

• The only relationship in which young people prefer to call rather than message is with their parents

Millennials vs Boomers

[LivePerson: Messaging in the Customer Care Age, 2016]

Founded 2012

2017: 10 million users daily (UK)

200460,000 Employees9000 Stores

2007Netflix introduces streaming media

2010Bankrupt

RIP

Point #1

Winning businesses adopt new technology and adapt them as business tools

Nils Bohlin – Protection hero!!

Technology

+

Social acceptance

+

Regulation

=

Full adoption

How can we adapt it to our benefit?

Accurate and digital records

Sales effectiveness and productivity

Complaint resolution and treating customers fairly

Coaching and quality improvements

…and I haven’t even mentioned Compliance!

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