Technology and the impact on client engagement for Financial Advisors in South Africa
收藏DataCite Commons2021-03-23 更新2025-04-17 收录
下载链接：
https://researchdata.up.ac.za/articles/dataset/Technology_and_the_impact_on_client_engagement_for_Financial_Advisors_in_South_Africa/13312217/1
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资源简介：
Financial planning process and technology stack is a qualitative study was conducted with Financial Advisors regarding their financial planning processes and the technological tools they use in their financial planning process. The datasets include the videos of the interviews, as well as the consent forms that were signed by the interviewees.
提供机构：
University of Pretoria
创建时间：
2021-03-23
