Particularly of interest to advisors is the ability of a virtual assistant like Cora to help clients visualize their savings goals in real time and act as a personal financial coach in between annual or quarterly client meetings. Advisors may also be interested in using a digital, fully interactive setting like the virtual chart room for meetings.
“Imagine creating a space where multiple people are able to gather virtually and have richer interactions without having to travel to a branch or an office,” says Schouela. “This is a tool that could enhance the interaction between an advisor and a customer.”