The world of financial services advice is rapidly changing, not always necessarily all for the better!
Impersonal, automated “robo-advice’ is now upon us. This is advice generated by a computer program, based on the information you provide. I personally doubt that a cold computer program can pick up the subtle nuances of human emotions and the deeply personal matters that people care about for themselves and their families. Artificial Intelligence (AI) also now means we regularly see artificial “talking heads” on social media who look like “real people”, with programmed words coming out of their mouths. Sadly, little is real.
Robo financial services advice falls short
Like so many recent technological innovations, robo-advice has come with the expectation that it will revolutionise financial advice services in relation to investment and insurance advice. However, I believe there is little doubt that it has fallen short in relation to insurance, particularly with regard to compliance and the very human need for customer trust and engagement with their insurance advisor. Who would you want to be your unrelenting advocate, particularly at claim time? Your trusted adviser or a robo-advice programme?
Personalised insurance solutions
At UProtectNZ Insurance Services we are proudly old-fashioned : we are real people, we love real conversations with our clients, we ask questions to learn about your family, needs and aspirations, we actively listen to what you tell us, we tailor a quality protection plan to meet your needs and budget, using our ability to source the best products in the market, and – lastly – we are with our clients at every step of the way, including claim time, all at no cost to you.
If you do not presently have a protection plan for you and your family, I invite you to contact me for an initial no-obligation consultation. This will be conducted in the respectful and sensitive manner for which UProtectNZ Insurance Services is renown. We have made a long-term commitment to helping people and our wider community and welcome the opportunity to be of assistance.
We are real people, providing transparent, quality insurance advice and guidance to assure you of security and peace of mind for you, your family and your business.
It’s what we do.
“Come as a client, leave as a friend.”
Theo Simeonidis
UProtectNZ Insurance Services