Sökning: "Financial advisors"
Visar resultat 1 - 5 av 13 avhandlingar innehållade orden Financial advisors.
1. Financial Advisory Services : Exploring relationships between consumers and financial advisors
Sammanfattning : The need for more knowledge about different aspects of financial advisory services has been highlighted by scholars of many disciplines, and calls for more in-depth studies of this practice have been put forward. The purpose of this thesis is to answer this call and, thereby, enhance knowledge about financial advisory services and the provision and receipt of advice occurring in a face-to-face encounter between a professional advisor and a consumer. LÄS MER
2. Visualizing Financial Futures
Sammanfattning : Research on financial decision aids, systems designed to help people make financial decisions, is sparse. Previous research has often focused on the theoretical soundness of the advice that the systems provide. LÄS MER
3. Understanding the relationships between bank-customer relations, financial advisory services and saving behavior
Sammanfattning : While the saving environment has become more complex in recent years, so has the demand for individual activity. Important impetuses include financial deregulation, globalization, technological change, and reformed pension systems. LÄS MER
4. A tale of two FinTech solutions : Loyalty in mobile bank applications and initial trust in financial robo-advisors
Sammanfattning : This thesis on financial technology (FinTech) solutions consists of twosuccessive phases, each including two articles. The first phase targets the loyalty of young bank customers (YBCs) to mobile bank applications (MBAs). LÄS MER
5. Understanding Customers in AI-empowered Financial Advisory Systems and Services : An interdisciplinary study of Robo-advisors
Sammanfattning : AI-empowered financial advisory services, also known as robo-advisors, present both innovations and challenges as they replace human financial advisors, reshape customer service, and attract customers with different characteristics than their predecessors. Therefore, it is more important than ever for financial service providers to understand customers’ perception and experience of using robo-advisors on the service front line. LÄS MER