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{"id":23955,"date":"2017-04-12T00:00:00","date_gmt":"2017-04-11T22:00:00","guid":{"rendered":"https:\/\/www.dadamoney.com\/tecnologia-e-consulenza-finanziaria-advisor\/"},"modified":"2017-04-12T00:00:00","modified_gmt":"2017-04-11T22:00:00","slug":"tecnologia-e-consulenza-finanziaria-advisor","status":"publish","type":"post","link":"https:\/\/www.dadamoney.com\/?p=23955","title":{"rendered":"Tecnologia e consulenza finanziaria, non solo robo-advisor | Advisor"},"content":{"rendered":"

Tecnologia e consulenza finanziaria: siete tra gli apocalittici o tra gli integrati? Per\u00a0Andrea Pennacchia<\/a>, direttore generale di\u00a0IWBank\u00a0Private Investments, le innovazioni digitali cambieranno la vita dei consulenti. Ma senza (troppi) rischi per la professione.\u00a0<\/strong><\/p>\n

“La tecnologia cambier\u00e0 le reti”<\/h2>\n

Pi\u00f9 nello specifico, per Pennacchia la tecnologia rappresenta “una\u00a0grande opportunit\u00e0<\/strong>\u00a0per i consulenti finanziari.” Il motivo? Aumenta le possibilit\u00e0 d\u2019interazione coi clienti. Ma \u00e8 anche una\u00a0<\/strong>potenziale minaccia<\/strong>. I risparmiatori sono esposti a un’enorme quantit\u00e0 di informazioni e il rischio \u00e8 che si facciano travolgere dall’emotivit\u00e0.\u00a0Una situazione che, guardata da un’altra prospettiva,\u00a0diventa\u00a0un’occasione per i\u00a0professionisti. Che\u00a0sono infatti chiamati in causa e hanno un ruolo centrale\u00a0perch\u00e9 devono contenere questa\u00a0potenziale irrazionalit\u00e0.<\/p>\n

Pennacchia non ha dubbi in proposito: la relazione umana<\/strong> resta centrale. E la tecnologia pu\u00f2 arricchirla, renderla pi\u00f9 efficiente e pi\u00f9 efficace. Come? Attraverso i processi paperless, che permettono di risparmiare carta. O le firme elettroniche, che permettono di chiudere velocemente i contratti. Ma anche i siti internet e le app, che ampliano le possibilit\u00e0 di interazione.<\/p>\n

La prospettiva del d.g. IWBank\u00a0 P.I. \u00e8 quindi ottimista, si direbbe “integrata”. E voi che ne pensate?<\/p>\n","protected":false},"excerpt":{"rendered":"

Andrea Pennacchia, d.g. di IWBank PI, spiega come cambier\u00e0 la vita dei consulenti con le innovazioni digitali.<\/p>\n","protected":false},"author":153,"featured_media":23956,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[77],"tags":[],"class_list":{"0":"post-23955","1":"post","2":"type-post","3":"status-publish","4":"format-video","5":"has-post-thumbnail","7":"category-trends","8":"post_format-post-format-video"},"_links":{"self":[{"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=\/wp\/v2\/posts\/23955","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=\/wp\/v2\/users\/153"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=23955"}],"version-history":[{"count":0,"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=\/wp\/v2\/posts\/23955\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=\/wp\/v2\/media\/23956"}],"wp:attachment":[{"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=23955"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=23955"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dadamoney.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=23955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}