Today’s investors don’t just want a digital service. They expect it.
Building long-term sustainable relationships relies on high-quality client engagement. Our technology not only supports this but also creates opportunities for engagement with your clients easily and at scale. An important part of this engagement is keeping your clients up-to-date and informed on their investments. Today's investors want to feel in control of their wealth management.
40% of customers today prefer self-service over human contact
(Source: Aspect)
50% believe their adviser should offer a digital solution
(Source: Accenture)
89% of investors say their preferred channel will be mobile apps
(Source: Deloitte)
Download our Digital Engagement eBook
Download our eBook to learn more about what investors are seeking from a digital advice experience and how you can not only meet investor expectations but exceed them with a service that delivers real value to your clients.
Find out about:
- The digital demand overdrive
- Meeting investor expectations with a digital portal
- Adding value with digital engagement
- Leveraging technology to create opportunities for engagement
- Building digital empathy
