(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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Industry: Financial Services, Investments, Retail Banking
Geography: Europe

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