How to amplify the success of automating an advice framework When you get started with Guided Advice, it is, of course, essential to get the right people and the right systems in place to set up your advice framework: a set of rules that define your interpretation of...
How meeting in the middle brings you the best of both worlds. Good advice is hard to come by. And hard to give. Still, in the financial industry, any advice given should be great advice. That is quite the challenge. At Rulecube, we believe the solution lies in what we...
Rules and regulations on advice change almost daily due to new legislation and case law. So to ensure high-quality advice that serves the customer best and reduces the risk of ill compliance to a minimum, you need an advice framework that is both rigid in the sense...
When it comes to financial advice, nudging is a very valuable tool. Using it correctly can lead to better advice of more consistent quality and fewer human errors. But most of all, it can help people make the right financial decisions. In our previous blogs, we...
Guided advice benefits both the advisor and the client. That is if done right. To get the most out of guided advice, there are a few trends worth looking into. The first one has been around for a while: nudging. We have produced a series of blogs and infographics on...
