For customers, particularly first timers, navigating the world of financial services can be daunting. From choosing the right mortgage plan to understanding the intricacies of an insurance policy, customers are often left to sift through dense documentation, wait in long service queues, or are left to fend for themselves in a Google search, which does more harm than good. For financial institutions, this presents a challenge: how can they ensure that customers make informed decisions while also maintaining efficiency and keeping operational costs under control?
