If what I am thinking is correct, this could be a lot bigger than what most anticipate.
Being involved in this sector, this is a big step for the financial planning industry.
Not ramping with little content, although the financial planning sector imo is definitely moving toward automation to some degree and to have soa in 24hr is a HUGE difference in turnaround in comparison to the paper based/ appointment method.
Further, whilst the saving could possibly be expotential, it's the improvement to the customer experience where a customer who is busy and time poor could potentially fill in all of the required soa details online...
All imo, dyor.
If what I am thinking is correct, this could be a lot bigger...
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