(Length: 2 pages)
November 12, 2002
Right-Channeling Advice
by Charlotte Hamilton Clark
with Dr. Therese Torris
Executive Summary (This is a document excerpt)
Online advice has flopped in its first incarnation as a standalone Web tool for consumers -- finance firms now retreat to advice for advisors. What firms need are dual-interface advice tools for a seamless handover between self-service and human advice.
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