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Joshua Jimenez

Joshua Jimenez Business Development at Moneymap

Robots or Humans for Financial Advice: which do consumers prefer?

Financial Technology aims to provide convenience and innovation. Financial advice aims to provide convenience and empathy. In a study conducted by Vanguard Research on the perceived value of human and digital advice, the glaring theme found in the research is that clients believe that there are uses for digital automation in order to provide conv...

/people /retail Banking Strategy, Digital and Transformation

Joshua Jimenez

Joshua Jimenez Business Development at Moneymap

3 reasons Neobanks will add scalable human financial advice to drive growth

Digital convenience doesn’t drive differentiation and loyalty. As neobanks have exploded in popularity in recent years and the technology infrastructure to support new entrants has only gotten better, it’s getting increasingly difficult to stand out. More than that, though, neobanks are struggling to engage and activate accounts. The onboarding pro...

/retail /predictions Fintech

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