The WEALTHTECH Book

Presentation Technology – Enriching the Client Experience in a Physical and Virtual World

By Colin Bennett

Head of Digital Distribution, Global, GAM Investments

A significant part of delivering a factual, advisory or educational client experience in financial services is the delivery of content through regulated channels. As financial health, advice and guidance become increasingly digital, the data that underpins the experience comes into sharp focus to facilitate the digital transition. As technology moves the digital world towards a connected Internet of Things (IoT), automated voice control, augmented and mixed reality experiences, our clients will demand content to fill those experiences both in person and online. It is, however, getting increasingly difficult to deliver regulatory-compliant personalized content (e.g. text, video, audio, images, visualizations and charts) without the content metadata being efficiently classified for the audience. Recent regulations, such as the Payment Services Directive 2 (PSD2), may further compound this by driving the need of third parties to provide compliance-approved content to new aggregated services and products.

To present content to any financial audience, it has to be both accurate and legally compliant for the audience. As digital experiences quickly become more personal, the quality of the client experience will be directly affected because content is not efficiently compliant or tagged with reference metadata to drive the ...