The retirement advisory industry is positioned to make a significant dent in alleviating the looming retirement crisis. Host Tanya Ott talks to Deloitte University Press authors Sean Cunniff, Sam Friedman and Val Srinivas about how financial services firms may need to devise new ways of delivering appropriate, affordable retirement advice to a wider range of clients.
The creation of products and services derived from crowd-based insights is the foundation of the “billion-to-one” experience. Taking your characteristics and behavior and contextualizing them with data from many thousands of other individuals allows designers to deliver products and services that are, or at least feel, unique.