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Technology and the impact on client engagement for Financial Advisors in South Africa

posted on 2021-03-23, 08:03 authored by Olwethu MasanaboOlwethu Masanabo
Financial planning process and technology stack is a qualitative study was conducted with Financial Advisors regarding their financial planning processes and the technological tools they use in their financial planning process. The datasets include the videos of the interviews, as well as the consent forms that were signed by the interviewees.