28-09-2021

“The pandemic has changed the sector. Financial consultancy has invested heavily in technology and offers increasingly targeted services to its customers,” states Piero Rossini, Deputy General Manager of the AlmavivA Finance Division, in an interview with Il Riformista. “The consultancy model will be increasingly multi-channel and face-to-face interaction will account for only 20% of activities”.

“The pandemic has had an impact on various aspects of our social life. Furthermore, challenges with making contact and an uncertain market have given a significant boost to consulting practices. Wealth managers have seized the enormous opportunity which has presented itself in this very attractive area. Unlike retail, which came nearly to a halt during the lockdown, financial advice has become a very important asset that has resulted in major investments in technology.”

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