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Mortgage brokers' mental health, and the potential risks and benefits of AI have been key discussions on Cherry this year.
Another really important one has been lenders' service levels... but there now seems to be general agreement that improved communications between brokers and 'change makers' at lenders is key to finding solutions that help everyone - so there's hope for a brighter future.
| In the latest FT Adviser Editor's Podcast, Silas J. Lees, Sales Director of the Cherry Financial Services Forums, discusses how improved communication between lenders and advisers can alleviate stress for all parties and rebuild client trust. Silas shares insights on leveraging Cherry Provider Forums to foster collaboration and streamline processes, while highlighting the potential of AI to transform productivity in financial services – subject to one crucial point... |
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AI undoubtedly offers incredible opportunities, but it will never replace the human empathy and understanding that advisers provide. Clients need tailored advice and robust financial plans to navigate life’s challenges, and advisers remain essential in delivering this personalised service that meets their needs.
🎧 Listen to the full podcast for actionable solutions and forward-thinking insights: Click here
Let’s all of us – both advisers and lenders - talk TOGETHER to create a more connected, productive, and client-focused future for financial services.
If you are a Lender or Provider of any products or services to Financial Services Intermediaries, you are entitled to your own Provider Forum on Cherry. In here, you can talk directly with advisers / promote your products and services / present case studies / educate.... i.e. you can post whatever you feel will draw providers and advisers towards each other.
Providers please register & then Request your own Provider Forum
