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Digitalisering ur en rådgivares perspektiv: en kvalitativ studie om rådgivarens utmaningar i det digitala kundmötet
Kristianstad University, Faculty of Business, Department of Business.
Kristianstad University, Faculty of Business, Department of Business.
2021 (Swedish)Independent thesis Basic level (degree of Bachelor), 10 credits / 15 HE creditsStudent thesisAlternative title
Digitization from a financial advisor’s perspective (English)
Abstract [sv]

Finansiell rådgivning är en tjänst som karaktäriseras av att det är en aktivitet som ett företag utför för att möta kundens behov. Interaktionen mellan den finansiella rådgivaren och kunden är därmed betydelsefull. Då en interaktion består av två parter är det även relevant att studera den finansiella rådgivarens perspektiv. Syftet med studien är att bidra med förståelse för de utmaningar som finansiella rådgivare upplever i det digitala rådgivningsmötet. För att kunna uppfylla syftet med studien har en kvalitativ forskningsmetod använts. Det empiriska materialet bestod av sju semistrukturerade intervjuer med finansiella rådgivare. Studiens resultat visar att de finansiella rådgivarna upplever att det digitala rådgivningsmötet fungerar relativt väl. Dock upplever de finansiella rådgivare som har intervjuats att det finns vissa utmaningar i det digitala rådgivningsmötet. Resultatet visar att det uppstår olika utmaningar i de olika faserna i rådgivningsprocessen.

Abstract [en]

Financial advice is a service that is characterized by the fact that it is an activity that a company performs to meet the customer's needs. The interaction between the financial advisor and the client is thus significant. As an interaction consists of two parties, it is also relevant to study the financial advisor's perspective. The purpose of the study is to contribute with an understanding of the challenges that financial advisors experience in the digital advisory meeting. In order to fulfill the purpose of the study, a qualitative research method has been used. The empirical material consisted of seven semi-structured interviews with financial advisors. The results of the study show that the financial advisors feel that the digital advisory meeting works relatively well. However, the financial advisers who have been interviewed experience that there are certain challenges in the digital advisory meeting. The results show that different challenges arise in the different phases of the counseling process.

Place, publisher, year, edition, pages
2021. , p. 46
Keywords [en]
Banking, Financial advice, Customer Value, Interaction, Online banking, Online meeting, Financial advisory process
Keywords [sv]
Bank, Finansiell rådgivning, Kundvärde, Interaktion, Digitalt rådgivningsmöte, Digitalt kundmöte, Rådgivningsprocess
National Category
Business Administration
Identifiers
URN: urn:nbn:se:hkr:diva-22557OAI: oai:DiVA.org:hkr-22557DiVA, id: diva2:1593205
Subject / course
Banking and financing
Educational program
Degree of Bachelor of Science in Business and Economics
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Examiners
Available from: 2021-09-14 Created: 2021-09-10 Last updated: 2021-09-14Bibliographically approved

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CiteExportLink to record
Permanent link

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Cite
Citation style
  • apa
  • ieee
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  • vancouver
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More languages
Output format
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