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Rethinking Financial Advice: AI, Trust and the Future of Distribution (ITC Asia 2026)
Rachel Lim, Managing Principal for Wealth, Insurance & Asset Management at Capco, explores how the financial advisory and insurance distribution landscape is changing. Rising customer expectations, AI-enabled tools, regulatory developments and the growth of new advisory models are pushing firms to rethink how advice is delivered.
The discussion highlights a future in which technology supports greater personalisation, efficiency and scale, while human expertise and trust remain essential. To stay competitive, insurers and advisory firms must combine seamless digital experiences with strong governance, modern platforms and a clear focus on customer outcomes.