Challenge
Artificial Intelligence challenged the human connection.
With robo-advising bursting onto the FinTech scene, MDRT fought to dispel the misperception that technology can replace the role of financial advisors, rather than enhance it. As a leading association of top financial professionals, MDRT partnered with G&S on a survey to reveal what consumers really want: both.
SOLUTION
We proved that technology should complement human advisors, not replace them.
We commissioned a research study with Harris Insights to evaluate consumer attitudes about technology in the financial services industry. The goal was to uncover statistical support for the value of working with a human advisor who uses technology as a complement – not as a substitute.
- Discovered that an overwhelming majority (88%) believe technology should complement, not replace, the services of a human financial advisor, with 83% trusting a human advisor to manage their plans vs. 36% trusting a robo-advisor to effectively manage their financial plans.
- Created a compelling narrative around the position that fintech and human advisors can coexist, using survey findings to position MDRT as a thought leader in the financial services industry.
- Amplified results of the survey with press release and infographics to relevant influencers and key trade, business and consumer media.
We sparked a global conversation.
Secured 177 US media placements, with 54.6MM potential readers, through proactive pitching and BusinessWire distribution.
Leveraged our global PROI partnerships to reach international advisors and consumers, including 29 Japanese and Chinese media placements with a potential audience of 922,449,394.
Showcased live technology in action at MDRT’s inaugural Global Conference, where Sophia the Robot discussed the study findings in front of over 7,000 global members.