One of the first hurdles that arises when facing finances is, of course, the fear of the unknown.
While there are a lot of options available in the market that are designed to promote savings and investments, with fairly economical contributions, I think the difference between the “non-financial” and those involved in investing is huge.
In my opinion, the main factor separating the two is easy access to information about financial products and services that are already available to individuals and companies associated with a particular segment within the banking and customer portfolio of banks and institutions. Investment amounts are usually high figures. Those who engage with this segment are, for the most part, not part of the vast potential market of young customers waiting to join the opportunities designed for them, without explaining the gaps in communication, reach and inclusion. are.
And while the support and customer service for investors remains very personal and selective, which often requires that the interested person visit the offices of a bank or institution to obtain all the necessary information, especially if they are interested in investing. Not knowing much about the concepts and finance, outlines a fairly large section.
This is where technology plays an important role along with financial inclusion. Technology is a key ally in providing automated solutions without compromising on the quality of service, and above all, it serves as a bridge of opportunity with a segment that today normally outstrips the investment and finance ecosystem. feels.
Technology has the ability to automate processes efficiently and intelligently, and provide access to relevant information in real time and remotely.
Undoubtedly, we are in an era in which we can no longer stop thinking about comprehensive services that embrace technology as a strategic ally, as access to quality information about financial products and services available to young people. And education leads to more benefits on financials. The market will be