By Anthony O’Brien, Professional Planner, August 2, 2018

If you’re one of the 62 per cent of Australians purchasing online, you may have noticed a trend in the last few years. I saw it recently when booking flights with one major Australian airline.

During the process of, I was asked numerous times if I wanted help along the way, with a chat window appearing in the top left corner of the screen. It was made clear that ‘Jess’ was here to help me, and that if I had any questions, I could ask.

‘Jess’, of course, is not a real person and is a chatbot. It’s an example of how artificial intelligence (AI) is changing marketing and client services. This technology is already being used in financial services, and could be a core tool for planners. Continue reading “AI and chatbots already leading the virtual charge”

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